Independent Advisor Alliance’s Sonoco SON Stock Holding History

Independent Advisor Alliance’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	$328K	Sell	6,059 -540	-8%	-$27.8K	﹤0.01%	1285
2025 Q4	$288K	Buy	6,599 +186	+3%	+$7.7K	0.01%	807
2025 Q3	$276K	Sell	6,413 -386	-6%	-$17.8K	0.01%	792
2025 Q2	$296K	Buy	6,799 +15	+0.2%	+$671	0.01%	723
2025 Q1	$320K	Buy	6,784 +196	+3%	+$9.27K	0.01%	641
2024 Q4	$322K	Sell	6,588 -92	-1%	-$4.75K	﹤0.01%	1112
2024 Q3	$365K	Buy	+6,680	New	+$349K	0.01%	523
2022 Q4	–	Sell	-3,720	Closed	-$211K	–	606
2022 Q3	$211K	Buy	+3,720	New	+$229K	0.01%	571
2021 Q3	–	Sell	-3,170	Closed	-$212K	–	667
2021 Q2	$212K	Buy	3,170 +4	+0.1%	+$266	0.01%	578
2021 Q1	$200K	Buy	+3,166	New	+$193K	0.01%	559
2020 Q1	–	Sell	-3,245	Closed	-$200K	–	796
2019 Q4	$200K	Buy	+3,245	New	+$192K	0.01%	825
2019 Q3	–	Sell	-3,256	Closed	-$213K	–	484
2019 Q2	$213K	Buy	+3,256	New	+$206K	0.03%	366

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