Avantax Advisory Services’s Packaging Corp of America PKG Stock Holding History

Avantax Advisory Services’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 Q2	$3.51M	Buy	18,605 +737	+4%	+$139K	0.02%	567
2025 Q1	$3.54M	Buy	17,868 +472	+3%	+$101K	0.02%	527
2024 Q4	$3.92M	Buy	17,396 +624	+4%	+$144K	0.02%	471
2024 Q3	$3.61M	Buy	16,772 +1,920	+13%	+$382K	0.02%	490
2024 Q2	$2.71M	Buy	14,852 +4,812	+48%	+$875K	0.02%	557
2024 Q1	$1.91M	Buy	10,040 +1,231	+14%	+$213K	0.02%	551
2023 Q4	$1.44M	Buy	8,809 +370	+4%	+$58.2K	0.01%	602
2023 Q3	$1.3M	Buy	8,439 +1,181	+16%	+$172K	0.01%	595
2023 Q2	$959K	Buy	7,258 +218	+3%	+$29.1K	0.01%	696
2023 Q1	$977K	Buy	7,040 +2,744	+64%	+$373K	0.01%	675
2022 Q4	$550K	Buy	4,296 +2,256	+111%	+$283K	0.01%	819
2022 Q3	$229K	Buy	+2,040	New	+$276K	﹤0.01%	1137
2020 Q4	–	Sell	-2,102	Closed	-$224K	–	1243
2020 Q3	$224K	Buy	+2,102	New	+$215K	﹤0.01%	1172

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Avantax Advisory Services's PKG Position: Q2 2025 in Review

Avantax Advisory Services increased its Packaging Corp of America (PKG) stake by 4.1% in Q2 2025, buying an estimated $139K and bringing the position to 18,605 shares worth $3.51M. The position accounts for 0.02% of the portfolio, ranked #567.

Avantax Advisory Services first reported a position in PKG in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.92M in Q4 2024. 841 funds tracked by Wall St. Rank hold PKG as of Q2 2025.

Avantax Advisory Services held 18,605 shares of Packaging Corp of America worth $3.51M as of Q2 2025.
Avantax Advisory Services bought 737 Packaging Corp of America shares in Q2 2025, an estimated $139K.
Packaging Corp of America made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #567 holding.
Avantax Advisory Services first reported a position in Packaging Corp of America in Q3 2020 and has held it in 13 quarters since.
Avantax Advisory Services's Packaging Corp of America position peaked at $3.92M in Q4 2024.
841 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.