AllSquare Wealth Management’s Packaging Corp of America PKG Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$21.8K	Hold	100	–	–	0.01%	312
2025 Q2	$18.8K	Hold	100	–	–	0.01%	327
2025 Q1	$19.8K	Hold	100	–	–	0.01%	314
2024 Q4	$22.5K	Hold	100	–	–	0.01%	293
2024 Q3	$21.5K	Hold	100	–	–	0.01%	301
2024 Q2	$18.3K	Hold	100	–	–	0.01%	310
2024 Q1	$19K	Hold	100	–	–	0.01%	309
2023 Q4	$16.3K	Hold	100	–	–	0.01%	320
2023 Q3	$15.4K	Hold	100	–	–	0.01%	323
2023 Q2	$12.6K	Sell	100 -170	-63%	-$22.7K	0.01%	353
2023 Q1	$37.5K	Hold	270	–	–	0.02%	242
2022 Q4	$34.5K	Hold	270	–	–	0.02%	237
2022 Q3	$30K	Buy	270 +170	+170%	+$23K	0.02%	242
2022 Q2	$14K	Hold	100	–	–	0.01%	327
2022 Q1	$16K	Hold	100	–	–	0.01%	337
2021 Q4	$14K	Hold	100	–	–	0.01%	359
2021 Q3	$14K	Hold	100	–	–	0.01%	342
2021 Q2	$14K	Hold	100	–	–	0.01%	360
2021 Q1	$13K	Hold	100	–	–	0.01%	361
2020 Q4	$14K	Hold	100	–	–	0.01%	323
2020 Q3	$11K	Hold	100	–	–	0.01%	329
2020 Q2	$10K	Hold	100	–	–	0.01%	339
2020 Q1	$9K	Hold	100	–	–	0.01%	322
2019 Q4	$11K	Hold	100	–	–	0.01%	320
2019 Q3	$11K	Hold	100	–	–	0.01%	312
2019 Q2	$10K	Hold	100	–	–	0.01%	338
2019 Q1	$10K	Hold	100	–	–	0.01%	331
2018 Q4	$8K	Hold	100	–	–	0.01%	343
2018 Q3	$11K	Buy	+100	New	+$11.3K	0.01%	337

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllSquare Wealth Management's PKG Position: Q3 2025 in Review

AllSquare Wealth Management held its Packaging Corp of America (PKG) position steady in Q3 2025 at 100 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #312.

AllSquare Wealth Management first reported a position in PKG in Q3 2018 and has held it in 29 quarters since. The position peaked at $37.5K in Q1 2023. 857 funds tracked by Wall St. Rank hold PKG as of Q3 2025.

AllSquare Wealth Management held 100 shares of Packaging Corp of America worth $21.8K as of Q3 2025.
AllSquare Wealth Management left its Packaging Corp of America share count unchanged in Q3 2025.
Packaging Corp of America made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #312 holding.
AllSquare Wealth Management first reported a position in Packaging Corp of America in Q3 2018 and has held it in 29 quarters since.
AllSquare Wealth Management's Packaging Corp of America position peaked at $37.5K in Q1 2023.
857 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.