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ViaWealth’s Sonoco SON Stock Holding History

ViaWealth’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 		$220K Buy
+4,064
New +$209K 0.12% 151
2025
Q4 		– Sell
-4,769
Closed -$205K – 159
2025
Q3 		$205K Sell
4,769
-7
-0.1% -$323 0.11% 155
2025
Q2 		$208K Sell
4,776
-2,124
-31% -$95K 0.12% 144
2025
Q1 		$326K Sell
6,900
-355
-5% -$16.8K 0.2% 127
2024
Q4 		$354K Sell
7,255
-571
-7% -$29.5K 0.21% 120
2024
Q3 		$428K Hold
7,826
– – 0.25% 113
2024
Q2 		$397K Buy
7,826
+1,060
+16% +$61.2K 0.25% 113
2024
Q1 		$391K Hold
6,766
– – 0.24% 118
2023
Q4 		$378K Hold
6,766
– – 0.26% 118
2023
Q3 		$368K Hold
6,766
– – 0.27% 122
2023
Q2 		$399K Hold
6,766
– – 0.3% 109
2023
Q1 		$413K Hold
6,766
– – 0.33% 106
2022
Q4 		$403K Buy
+6,766
New +$406K 0.33% 110

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