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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
Q2 		$128K Sell
2,274
-202
-8% -$10.4K ﹤0.01% 1249
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 – 2598
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 $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's SON Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sonoco (SON) stake by 8.2% in Q2 2026, selling an estimated $10.4K and leaving 2,274 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

EverSource Wealth Advisors first reported a position in SON in Q3 2022 and has held it in 15 quarters since. The position peaked at $134K in Q1 2026. 508 funds tracked by Wall St. Rank hold SON as of Q2 2026.

  • EverSource Wealth Advisors held 2,274 shares of Sonoco worth $128K as of Q2 2026.
  • EverSource Wealth Advisors sold 202 Sonoco shares in Q2 2026, an estimated $10.4K.
  • Sonoco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1249 holding.
  • EverSource Wealth Advisors first reported a position in Sonoco in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Sonoco position peaked at $134K in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Sonoco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.