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RIA Advisory Group’s Sonoco SON Stock Holding History

RIA Advisory Group’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
-4,697
Closed -$222K – 150
2025
Q1 		$222K Sell
4,697
-112
-2% -$5.29K 0.07% 127
2024
Q4 		$235K Buy
4,809
+106
+2% +$5.47K 0.08% 125
2024
Q3 		$257K Buy
+4,703
New +$246K 0.09% 113
2024
Q1 		$260K Buy
+4,497
New +$257K 0.11% 117
2023
Q4 		– Sell
-6,468
Closed -$352K – 185
2023
Q3 		$352K Buy
+6,468
New +$366K 0.16% 73

Other funds holding SON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RIA Advisory Group's SON Position: Q2 2025 in Review

RIA Advisory Group sold out of Sonoco (SON) in Q2 2025, closing a stake of 4,697 shares — an estimated $222K sold.

RIA Advisory Group first reported a position in SON in Q3 2023 and held it in 5 quarters. The position peaked at $352K in Q3 2023. 452 funds tracked by Wall St. Rank hold SON as of Q2 2025.

  • RIA Advisory Group reported no remaining Sonoco position as of Q2 2025 after selling out during the quarter.
  • RIA Advisory Group sold 4,697 Sonoco shares in Q2 2025, an estimated $222K.
  • RIA Advisory Group first reported a position in Sonoco in Q3 2023 and held it in 5 quarters.
  • RIA Advisory Group's Sonoco position peaked at $352K in Q3 2023.
  • 452 funds tracked by Wall St. Rank held Sonoco as of Q2 2025.

Based on RIA Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.