OPS
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Orion Portfolio Solutions’s Sonoco SON Stock Holding History

Orion Portfolio Solutions’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
Q1 		$354K Buy
+7,502
New +$355K ﹤0.01% 1557
2023
Q4 		– Sell
-4,233
Closed -$230K – 1744
2023
Q3 		$230K Sell
4,233
-4,305
-50% -$244K ﹤0.01% 1495
2023
Q2 		$504K Buy
8,538
+3,542
+71% +$213K 0.01% 1206
2023
Q1 		$305K Buy
+4,996
New +$296K ﹤0.01% 1343
2020
Q3 		– Sell
-256
Closed -$13K – 1799
2020
Q2 		$13K Buy
256
+121
+90% +$5.99K ﹤0.01% 1109
2020
Q1 		$6K Sell
135
-164
-55% -$8.74K ﹤0.01% 1248
2019
Q4 		$18K Buy
+299
New +$17.7K ﹤0.01% 811

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return