PFS
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Prospera Financial Services’s Sonoco SON Stock Holding History

Prospera Financial Services’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
Q2 		$396K Buy
7,029
+11
+0.2% +$564 0.01% 1134
2026
Q1 		$380K Buy
7,018
+10
+0.1% +$515 0.01% 1111
2025
Q4 		$306K Buy
+7,008
New +$290K 0.01% 1143
2022
Q2 		– Sell
-120
Closed -$8K – 2471
2022
Q1 		$8K Buy
+120
New +$6.95K ﹤0.01% 2137
2021
Q4 		– Sell
-9,046
Closed -$539K – 901
2021
Q3 		$539K Buy
9,046
+208
+2% +$13.3K 0.03% 514
2021
Q2 		$592K Buy
8,838
+192
+2% +$12.7K 0.03% 486
2021
Q1 		$548K Buy
8,646
+1,187
+16% +$72.4K 0.03% 466
2020
Q4 		$442K Buy
7,459
+7,184
+2,612% +$404K 0.03% 443
2020
Q3 		$14K Sell
275
-6,772
-96% -$358K 0.01% 1012
2020
Q2 		$368K Buy
7,047
+1,217
+21% +$60.3K 0.03% 405
2020
Q1 		$270K Sell
5,830
-531
-8% -$28.3K 0.03% 414
2019
Q4 		$393K Buy
6,361
+1,820
+40% +$108K 0.03% 425
2019
Q3 		$264K Sell
4,541
-501
-10% -$29.8K 0.03% 458
2019
Q2 		$335K Buy
+5,042
New +$318K 0.04% 378
2014
Q4 		– Sell
-9,385
Closed -$369K – 315
2014
Q3 		$369K Buy
+9,385
New +$383K 0.1% 164
2014
Q1 		– Sell
-7,667
Closed -$320K – 292
2013
Q4 		$320K Buy
+7,667
New +$309K 0.11% 153

Other funds holding SON

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return