BFWA
PKG icon

Benchmark Financial Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Benchmark Financial Wealth Advisors’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
Q1 		$519K Buy
2,444
+99
+4% +$22.1K 0.14% 77
2025
Q4 		$484K Buy
2,345
+48
+2% +$9.76K 0.14% 75
2025
Q3 		$501K Sell
2,297
-9
-0.4% -$1.86K 0.15% 69
2025
Q2 		$434K Buy
2,306
+61
+3% +$11.5K 0.14% 73
2025
Q1 		$445K Buy
2,245
+86
+4% +$18.4K 0.17% 65
2024
Q4 		$486K Buy
2,159
+119
+6% +$27.5K 0.16% 60
2024
Q3 		$439K Buy
2,040
+368
+22% +$73.1K 0.15% 60
2024
Q2 		$305K Buy
1,672
+391
+31% +$71.1K 0.11% 69
2024
Q1 		$243K Buy
+1,281
New +$222K 0.09% 78

Other funds holding PKG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return