SageView Advisory Group’s Sonoco SON Stock Holding History

SageView 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 Q4	$176K	Sell	4,037 -666	-14%	-$27.6K	0.01%	638
2025 Q3	$203K	Buy	4,703 +263	+6%	+$12.1K	0.01%	627
2025 Q2	$212K	Buy	+4,440	New	+$199K	0.01%	588
2024 Q4	–	Sell	-4,145	Closed	-$226K	–	606
2024 Q3	$226K	Sell	4,145 -1,740	-30%	-$91K	0.01%	470
2024 Q2	$298K	Buy	5,885 +1,812	+44%	+$105K	0.01%	432
2024 Q1	$658K	Sell	4,073 -9,015	-69%	-$514K	0.03%	267
2023 Q4	$765K	Buy	13,088 +1,977	+18%	+$107K	0.03%	308
2023 Q3	$604K	Sell	11,111 -3,673	-25%	-$208K	0.03%	301
2023 Q2	$873K	Sell	14,784 -227	-2%	-$13.7K	0.05%	247
2023 Q1	$916K	Buy	+15,011	New	+$890K	0.06%	217

Other funds holding SON

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return