GFA
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Gallagher Fiduciary Advisors’s Sonoco SON Stock Holding History

Gallagher Fiduciary 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 		$397K Sell
7,336
-713
-9% -$36.7K 0.02% 203
2025
Q4 		$351K Sell
8,049
-525
-6% -$21.7K 0.01% 244
2025
Q3 		$369K Sell
8,574
-7,157
-45% -$331K 0.01% 224
2025
Q2 		$685K Sell
15,731
-856
-5% -$38.3K 0.03% 132
2025
Q1 		$784K Buy
16,587
+615
+4% +$29.1K 0.03% 111
2024
Q4 		$780K Buy
15,972
+4,297
+37% +$222K 0.15% 83
2024
Q3 		$638K Sell
11,675
-664
-5% -$34.7K 0.13% 93
2024
Q2 		$626K Buy
12,339
+757
+7% +$43.7K 0.14% 88
2024
Q1 		$670K Sell
11,582
-476
-4% -$27.2K 0.02% 88
2023
Q4 		$674K Buy
12,058
+114
+1% +$6.18K 0.02% 88
2023
Q3 		$649K Buy
11,944
+181
+2% +$10.2K 0.06% 76
2023
Q2 		$695K Sell
11,763
-616
-5% -$37.1K 0.05% 95
2023
Q1 		$755K Buy
+12,379
New +$734K 0.06% 93

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