HB Wealth Management’s Sonoco SON Stock Holding History

HB Wealth Management’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	$787K	Buy	14,557 +1,601	+12%	+$82.5K	0.01%	769
2025 Q4	$565K	Buy	12,956 +3,742	+41%	+$155K	﹤0.01%	856
2025 Q3	$397K	Buy	9,214 +2,816	+44%	+$130K	﹤0.01%	952
2025 Q2	$279K	Sell	6,398 -1,990	-24%	-$89K	﹤0.01%	970
2025 Q1	$396K	Buy	8,388 +1,190	+17%	+$56.3K	﹤0.01%	846
2024 Q4	$352K	Buy	7,198 +665	+10%	+$34.3K	﹤0.01%	756
2024 Q3	$357K	Sell	6,533 -223	-3%	-$11.7K	﹤0.01%	701
2024 Q2	$343K	Sell	6,756 -666	-9%	-$38.5K	﹤0.01%	665
2024 Q1	$429K	Buy	+7,422	New	+$424K	0.01%	549

Other funds holding SON

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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