KWM
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Kingsview Wealth Management’s Sonoco SON Stock Holding History

Kingsview 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
2025
Q2 		– Sell
-5,162
Closed -$244K – 1217
2025
Q1 		$244K Sell
5,162
-164,178
-97% -$7.76M ﹤0.01% 969
2024
Q4 		$8.27M Buy
169,340
+24,607
+17% +$1.27M 0.16% 142
2024
Q3 		$7.91M Buy
144,733
+7,907
+6% +$414K 0.17% 133
2024
Q2 		$6.94M Sell
136,826
-10,250
-7% -$592K 0.16% 138
2024
Q1 		$8.51M Buy
+147,076
New +$8.39M 0.21% 108

Other funds holding SON

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return