RFS
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Richardson Financial Services’s Sonoco SON Stock Holding History

Richardson 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
Q1 		$33.3K Sell
615
-20
-3% -$1.03K 0.02% 362
2025
Q4 		$27.7K Sell
635
-2,510
-80% -$104K 0.01% 367
2025
Q3 		$136K Buy
3,145
+960
+44% +$44.3K 0.08% 183
2025
Q2 		$99.9K Buy
2,185
+255
+13% +$11.4K 0.07% 201
2025
Q1 		$91.2K Sell
1,930
-85
-4% -$4.02K 0.07% 193
2024
Q4 		$97.9K Sell
2,015
-35
-2% -$1.81K 0.07% 191
2024
Q3 		$104K Hold
2,050
– – 0.07% 198
2024
Q2 		$104K Sell
2,050
-1,295
-39% -$74.8K 0.07% 188
2024
Q1 		$193K Buy
3,345
+180
+6% +$10.3K 0.14% 145
2023
Q4 		$177K Buy
+3,165
New +$172K 0.15% 137

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