Alpha Financial Partners’s Packaging Corp of America PKG Stock Holding History

Alpha Financial Partners’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 Q4	–	Sell	-1,052	Closed	-$229K	–	101
2025 Q3	$229K	Buy	+1,052	New	+$217K	0.15%	79
2025 Q2	–	Sell	-1,118	Closed	-$221K	–	95
2025 Q1	$221K	Buy	1,118 +10	+0.9%	+$2.13K	0.18%	75
2024 Q4	$249K	Buy	+1,108	New	+$256K	0.2%	62
2024 Q1	–	Sell	-1,317	Closed	-$215K	–	83
2023 Q4	$215K	Sell	1,317 -538	-29%	-$84.7K	0.21%	73
2023 Q3	$285K	Sell	1,855 -42	-2%	-$6.13K	0.33%	57
2023 Q2	$251K	Buy	1,897 +28	+1%	+$3.74K	0.27%	79
2023 Q1	$260K	Buy	1,869 +54	+3%	+$7.34K	0.29%	73
2022 Q4	$232K	Buy	+1,815	New	+$227K	0.28%	74

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alpha Financial Partners's PKG Position: Q4 2025 in Review

Alpha Financial Partners sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 1,052 shares — an estimated $229K sold.

Alpha Financial Partners first reported a position in PKG in Q4 2022 and held it in 8 quarters. The position peaked at $285K in Q3 2023. 866 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

Alpha Financial Partners reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
Alpha Financial Partners sold 1,052 Packaging Corp of America shares in Q4 2025, an estimated $229K.
Alpha Financial Partners first reported a position in Packaging Corp of America in Q4 2022 and held it in 8 quarters.
Alpha Financial Partners's Packaging Corp of America position peaked at $285K in Q3 2023.
866 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Alpha Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.