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Congress Wealth Management’s Packaging Corp of America PKG Stock Holding History

Congress Wealth Management’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 		$995K Buy
5,280
+1,336
+34% +$253K 0.01% 707
2025
Q1 		$781K Buy
3,944
+479
+14% +$102K 0.01% 687
2024
Q4 		$780K Sell
3,465
-1,182
-25% -$273K 0.01% 556
2024
Q3 		$1M Buy
4,647
+3,447
+287% +$685K 0.01% 521
2024
Q2 		$219K Buy
+1,200
New +$218K ﹤0.01% 683

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Congress Wealth Management's PKG Position: Q2 2025 in Review

Congress Wealth Management increased its Packaging Corp of America (PKG) stake by 34% in Q2 2025, buying an estimated $253K and bringing the position to 5,280 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #707.

Congress Wealth Management first reported a position in PKG in Q2 2024 and has held it in 5 quarters since. The position peaked at $1M in Q3 2024. 841 funds tracked by Wall St. Rank hold PKG as of Q2 2025.

  • Congress Wealth Management held 5,280 shares of Packaging Corp of America worth $995K as of Q2 2025.
  • Congress Wealth Management bought 1,336 Packaging Corp of America shares in Q2 2025, an estimated $253K.
  • Packaging Corp of America made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #707 holding.
  • Congress Wealth Management first reported a position in Packaging Corp of America in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Packaging Corp of America position peaked at $1M in Q3 2024.
  • 841 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.