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SOA Wealth Advisors’s Sonoco SON Stock Holding History

SOA Wealth Advisors’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 		– Sell
-244
Closed -$10.5K – 906
2025
Q3 		$10.5K Sell
244
-197
-45% -$9.1K ﹤0.01% 602
2025
Q2 		$19.2K Buy
441
+5
+1% +$224 ﹤0.01% 507
2025
Q1 		$20.6K Buy
436
+5
+1% +$236 ﹤0.01% 469
2024
Q4 		$21.1K Sell
431
-265
-38% -$13.7K ﹤0.01% 451
2024
Q3 		$38K Buy
696
+7
+1% +$366 0.01% 366
2024
Q2 		$35K Buy
689
+6
+0.9% +$347 0.01% 358
2024
Q1 		$39.5K Buy
683
+6
+0.9% +$342 0.01% 335
2023
Q4 		$37.8K Buy
677
+6
+0.9% +$325 0.01% 327
2023
Q3 		$36.5K Buy
671
+6
+0.9% +$340 0.01% 328
2023
Q2 		$39.2K Buy
665
+6
+0.9% +$361 0.01% 323
2023
Q1 		$40.2K Buy
659
+5
+0.8% +$297 0.01% 310
2022
Q4 		$39.7K Buy
654
+6
+0.9% +$360 0.01% 305
2022
Q3 		$36K Buy
648
+5
+0.8% +$307 0.01% 301
2022
Q2 		$36K Buy
643
+5
+0.8% +$297 0.01% 300
2022
Q1 		$39K Buy
638
+5
+0.8% +$290 0.01% 342
2021
Q4 		$36K Buy
633
+5
+0.8% +$299 0.01% 351
2021
Q3 		$37K Buy
628
+5
+0.8% +$320 0.01% 353
2021
Q2 		$41K Sell
623
-144
-19% -$9.56K 0.01% 335
2021
Q1 		$48K Buy
767
+3
+0.4% +$183 0.01% 275
2020
Q4 		$46K Buy
+764
New +$42.9K 0.01% 276

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's SON Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Sonoco (SON) in Q4 2025, closing a stake of 244 shares — an estimated $10.5K sold.

SOA Wealth Advisors first reported a position in SON in Q4 2020 and held it in 20 quarters. The position peaked at $48K in Q1 2021. 463 funds tracked by Wall St. Rank hold SON as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Sonoco position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 244 Sonoco shares in Q4 2025, an estimated $10.5K.
  • SOA Wealth Advisors first reported a position in Sonoco in Q4 2020 and held it in 20 quarters.
  • SOA Wealth Advisors's Sonoco position peaked at $48K in Q1 2021.
  • 463 funds tracked by Wall St. Rank held Sonoco as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.