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Bard Financial Services’s Packaging Corp of America PKG Stock Holding History

Bard Financial 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
Q3 		$305K Hold
1,400
– – 0.03% 172
2025
Q2 		$264K Sell
1,400
-145
-9% -$27.4K 0.03% 181
2025
Q1 		$306K Sell
1,545
-625
-29% -$133K 0.04% 178
2024
Q4 		$489K Hold
2,170
– – 0.06% 145
2024
Q3 		$467K Hold
2,170
– – 0.06% 147
2024
Q2 		$396K Hold
2,170
– – 0.04% 168
2024
Q1 		$412K Hold
2,170
– – 0.04% 167
2023
Q4 		$354K Hold
2,170
– – 0.04% 176
2023
Q3 		$333K Sell
2,170
-400
-16% -$58.4K 0.04% 170
2023
Q2 		$340K Hold
2,570
– – 0.03% 245
2023
Q1 		$357K Buy
+2,570
New +$349K 0.03% 240

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bard Financial Services's PKG Position: Q3 2025 in Review

Bard Financial Services held its Packaging Corp of America (PKG) position steady in Q3 2025 at 1,400 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #172.

Bard Financial Services first reported a position in PKG in Q1 2023 and has held it in 11 quarters since. The position peaked at $489K in Q4 2024. 858 funds tracked by Wall St. Rank hold PKG as of Q3 2025.

  • Bard Financial Services held 1,400 shares of Packaging Corp of America worth $305K as of Q3 2025.
  • Bard Financial Services left its Packaging Corp of America share count unchanged in Q3 2025.
  • Packaging Corp of America made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #172 holding.
  • Bard Financial Services first reported a position in Packaging Corp of America in Q1 2023 and has held it in 11 quarters since.
  • Bard Financial Services's Packaging Corp of America position peaked at $489K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.