WI
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WBI Investments’s Sonoco SON Stock Holding History

WBI Investments’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 		$939K Buy
+17,361
New +$894K 0.26% 115
2025
Q2 		– Sell
-39,894
Closed -$1.88M – 320
2025
Q1 		$1.88M Buy
+39,894
New +$1.89M 0.5% 58
2024
Q1 		– Sell
-9,779
Closed -$546K – 242
2023
Q4 		$546K Buy
+9,779
New +$530K 0.11% 140
2023
Q2 		– Sell
-18,236
Closed -$1.11M – 225
2023
Q1 		$1.11M Buy
+18,236
New +$1.08M 0.22% 109
2019
Q3 		– Sell
-46,007
Closed -$3.01M – 273
2019
Q2 		$3.01M Sell
46,007
-35,725
-44% -$2.26M 0.26% 77
2019
Q1 		$5.03M Buy
+81,732
New +$4.7M 0.39% 61
2018
Q4 		– Sell
-130,486
Closed -$7.24M – 214
2018
Q3 		$7.24M Sell
130,486
-47,488
-27% -$2.64M 0.39% 49
2018
Q2 		$9.34M Buy
+177,974
New +$9.15M 0.5% 48
2017
Q2 		– Sell
-68,582
Closed -$3.63M – 358
2017
Q1 		$3.63M Sell
68,582
-2,377
-3% -$128K 0.16% 106
2016
Q4 		$3.74M Buy
+70,959
New +$3.7M 0.16% 105
2015
Q1 		– Sell
-199,563
Closed -$8.72M – 268
2014
Q4 		$8.72M Buy
199,563
+11,990
+6% +$496K 0.24% 76
2014
Q3 		$7.37M Buy
+187,573
New +$7.65M 0.22% 75

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