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First Citizens Bank & Trust’s Sonoco SON Stock Holding History

First Citizens Bank & Trust’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 		$1.14M Buy
20,210
+16
+0.1% +$821 0.02% 302
2026
Q1 		$1.09M Sell
20,194
-923
-4% -$47.5K 0.02% 290
2025
Q4 		$922K Buy
+21,117
New +$874K 0.02% 307
2017
Q1 		– Sell
-6,328
Closed -$333K – 529
2016
Q4 		$333K Sell
6,328
-2,255
-26% -$118K 0.04% 315
2016
Q3 		$453K Buy
8,583
+1,104
+15% +$56.9K 0.04% 285
2016
Q2 		$371K Sell
7,479
-2,706
-27% -$128K 0.03% 354
2016
Q1 		$495K Buy
10,185
+3,985
+64% +$169K 0.04% 270
2015
Q4 		$253K Sell
6,200
-14,300
-70% -$595K 0.02% 330
2015
Q3 		$774K Sell
20,500
-203
-1% -$8.25K 0.06% 259
2015
Q2 		$887K Buy
20,703
+16,303
+371% +$734K 0.06% 253
2015
Q1 		$200K Buy
+4,400
New +$199K 0.01% 380
2013
Q4 		– Sell
-9,536
Closed -$371K – 729
2013
Q3 		$371K Buy
9,536
+257
+3% +$9.77K 0.01% 836
2013
Q2 		$321K Buy
+9,279
New +$324K 0.01% 864

Other funds holding SON

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return