Advocate Group
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Advocate Group’s Packaging Corp of America PKG Stock Holding History

Advocate Group’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$208K Sell
906
-40
-4% -$9.6K 0.03% 119
2026
Q2 		$225K Sell
946
-241
-20% -$52.8K 0.03% 118
2026
Q1 		$252K Sell
1,187
-6
-0.5% -$1.34K 0.04% 115
2025
Q4 		$246K Sell
1,193
-353
-23% -$71.8K 0.04% 116
2025
Q3 		$337K Sell
1,546
-373
-19% -$76.9K 0.06% 101
2025
Q2 		$362K Sell
1,919
-816
-30% -$154K 0.06% 97
2025
Q1 		$542K Sell
2,735
-410
-13% -$87.5K 0.1% 89
2024
Q4 		$708K Sell
3,145
-730
-19% -$169K 0.13% 84
2024
Q3 		$835K Sell
3,875
-846
-18% -$168K 0.15% 83
2024
Q2 		$862K Sell
4,721
-1,194
-20% -$217K 0.17% 83
2024
Q1 		$1.12M Sell
5,915
-4,340
-42% -$753K 0.22% 80
2023
Q4 		$1.67M Buy
10,255
+1,908
+23% +$300K 0.36% 74
2023
Q3 		$1.28M Buy
8,347
+3,425
+70% +$500K 0.3% 74
2023
Q2 		$650K Buy
4,922
+2,536
+106% +$339K 0.14% 87
2023
Q1 		$331K Buy
+2,386
New +$324K 0.07% 102

Other funds holding PKG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
JLB & Associates
JLB & Associates Plymouth, Michigan $740M AUM 13.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

Advocate Group's PKG Position: Q3 2026 in Review

Advocate Group reduced its Packaging Corp of America (PKG) stake by 4.2% in Q3 2026, selling an estimated $9.6K and leaving 906 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #119.

Advocate Group first reported a position in PKG in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2023. 356 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • Advocate Group held 906 shares of Packaging Corp of America worth $208K as of Q3 2026.
  • Advocate Group sold 40 Packaging Corp of America shares in Q3 2026, an estimated $9.6K.
  • Packaging Corp of America made up 0.03% of Advocate Group's portfolio in Q3 2026, its #119 holding.
  • Advocate Group first reported a position in Packaging Corp of America in Q1 2023 and has held it in 15 quarters since.
  • Advocate Group's Packaging Corp of America position peaked at $1.67M in Q4 2023.
  • 356 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.