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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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Advocate Group's PKG Position: Q2 2026 in Review

Advocate Group reduced its Packaging Corp of America (PKG) stake by 20% in Q2 2026, selling an estimated $52.8K and leaving 946 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #118.

Advocate Group first reported a position in PKG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.67M in Q4 2023. 365 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Advocate Group held 946 shares of Packaging Corp of America worth $225K as of Q2 2026.
  • Advocate Group sold 241 Packaging Corp of America shares in Q2 2026, an estimated $52.8K.
  • Packaging Corp of America made up 0.03% of Advocate Group's portfolio in Q2 2026, its #118 holding.
  • Advocate Group first reported a position in Packaging Corp of America in Q1 2023 and has held it in 14 quarters since.
  • Advocate Group's Packaging Corp of America position peaked at $1.67M in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.