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Concurrent Investment Advisors’s Packaging Corp of America PKG Stock Holding History

Concurrent Investment 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
Q2 		$1.16M Sell
4,855
-18,539
-79% -$4.06M 0.01% 939
2026
Q1 		$4.96M Buy
23,394
+4,553
+24% +$1.02M 0.05% 359
2025
Q4 		$3.89M Buy
18,841
+13,363
+244% +$2.72M 0.04% 388
2025
Q3 		$1.19M Buy
5,478
+2,333
+74% +$481K 0.02% 601
2025
Q2 		$593K Sell
3,145
-128
-4% -$24.2K 0.01% 782
2025
Q1 		$648K Sell
3,273
-279
-8% -$59.5K 0.02% 669
2024
Q4 		$800K Sell
3,552
-5,507
-61% -$1.27M 0.02% 545
2024
Q3 		$1.95M Buy
9,059
+1,293
+17% +$257K 0.06% 317
2024
Q2 		$1.42M Sell
7,766
-4,337
-36% -$789K 0.05% 358
2024
Q1 		$2.3M Buy
12,103
+2,816
+30% +$488K 0.09% 227
2023
Q4 		$1.51M Buy
+9,287
New +$1.46M 0.07% 271

Other funds holding PKG

SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Concurrent Investment Advisors's PKG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Packaging Corp of America (PKG) stake by 79% in Q2 2026, selling an estimated $4.06M and leaving 4,855 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #939.

Concurrent Investment Advisors first reported a position in PKG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q1 2026. 306 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Concurrent Investment Advisors held 4,855 shares of Packaging Corp of America worth $1.16M as of Q2 2026.
  • Concurrent Investment Advisors sold 18,539 Packaging Corp of America shares in Q2 2026, an estimated $4.06M.
  • Packaging Corp of America made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #939 holding.
  • Concurrent Investment Advisors first reported a position in Packaging Corp of America in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Packaging Corp of America position peaked at $4.96M in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.