EWA
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EverSource Wealth Advisors’s Sonoco SON Stock Holding History

EverSource Wealth Advisors’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134K Buy
2,476
+249
+11% +$12.8K ﹤0.01% 1265
2025
Q4 		$97.2K Sell
2,227
-748
-25% -$31K ﹤0.01% 1324
2025
Q3 		$128K Buy
2,975
+1,388
+87% +$64.1K 0.01% 1144
2025
Q2 		$69.1K Buy
1,587
+1,205
+315% +$53.9K ﹤0.01% 1411
2025
Q1 		$18K Buy
382
+277
+264% +$13.1K ﹤0.01% 1743
2024
Q4 		$5.13K Buy
105
+66
+169% +$3.41K ﹤0.01% 2331
2024
Q3 		$2.13K Sell
39
-19
-33% -$994 ﹤0.01% 2525
2024
Q2 		$3.14K Buy
58
+22
+61% +$1.27K ﹤0.01% 2394
2024
Q1 		$2.03K Buy
36
+7
+24% +$399 ﹤0.01% 2380
2023
Q4 		$1.63K Sell
29
-19
-40% -$1.03K ﹤0.01% 2237
2023
Q3 		$2.61K Buy
+48
New +$2.72K ﹤0.01% 1933
2023
Q2 		– Sell
-95
Closed -$5.72K – 2608
2023
Q1 		$5.79K Buy
95
+9
+10% +$534 ﹤0.01% 1594
2022
Q4 		$5.22K Sell
86
-68
-44% -$4.08K ﹤0.01% 1586
2022
Q3 		$9K Buy
+154
New +$9.47K ﹤0.01% 1170

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return