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Perigon Wealth Management’s Sonoco SON Stock Holding History

Perigon 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 		$297K Buy
+5,483
New +$282K 0.01% 1022
2025
Q1 		– Sell
-5,268
Closed -$251K – 1095
2024
Q4 		$251K Buy
+5,268
New +$272K 0.01% 883
2024
Q3 		– Sell
-6,651
Closed -$337K – 1028
2024
Q2 		$337K Sell
6,651
-45
-0.7% -$2.6K 0.01% 648
2024
Q1 		$387K Buy
6,696
+81
+1% +$4.62K 0.01% 600
2023
Q4 		$370K Buy
+6,615
New +$359K 0.01% 593

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