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Rothschild Investment LLC’s Sonoco SON Stock Holding History

Rothschild Investment LLC’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 		$221K Sell
4,088
-589
-13% -$30.3K 0.01% 636
2025
Q4 		$204K Buy
4,677
+2,088
+81% +$86.4K 0.01% 617
2025
Q3 		$112K Buy
2,589
+2,583
+43,050% +$119K 0.01% 770
2025
Q2 		$261 Buy
+6
New +$268 ﹤0.01% 2883
2025
Q1 		– Sell
-10
Closed -$489 – 3088
2024
Q4 		$489 Buy
+10
New +$516 ﹤0.01% 2539

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