Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Packaging Corp of America PKG Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$328K Sell
1,431
-435
-23% -$105K 0.01% 807
2026
Q2 		$445K Buy
1,866
+29
+2% +$6.36K 0.01% 714
2026
Q1 		$390K Sell
1,837
-105
-5% -$23.4K 0.01% 719
2025
Q4 		$401K Sell
1,942
-114
-6% -$23.2K 0.01% 687
2025
Q3 		$448K Sell
2,056
-160
-7% -$33K 0.01% 664
2025
Q2 		$418K Sell
2,216
-2,155
-49% -$407K 0.01% 646
2025
Q1 		$866K Sell
4,371
-170
-4% -$36.3K 0.03% 457
2024
Q4 		$1.02M Buy
4,541
+39
+0.9% +$9.02K 0.04% 307
2024
Q3 		$970K Sell
4,502
-269
-6% -$53.5K 0.03% 463
2024
Q2 		$871K Buy
4,771
+272
+6% +$49.5K 0.03% 491
2024
Q1 		$854K Sell
4,499
-3,381
-43% -$586K 0.03% 476
2023
Q4 		$1.32M Sell
7,880
-373
-5% -$58.7K 0.05% 352
2023
Q3 		$1.27M Sell
8,253
-23
-0.3% -$3.36K 0.06% 301
2023
Q2 		$1.09M Sell
8,276
-43,526
-84% -$5.82M 0.06% 321
2023
Q1 		$7.19M Buy
+51,802
New +$7.04M 0.42% 53

Other funds holding PKG

Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Teamwork Financial Advisors
Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Dynamic Advisor Solutions's PKG Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Packaging Corp of America (PKG) stake by 23% in Q3 2026, selling an estimated $105K and leaving 1,431 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #807.

Dynamic Advisor Solutions first reported a position in PKG in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.19M in Q1 2023. 172 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • Dynamic Advisor Solutions held 1,431 shares of Packaging Corp of America worth $328K as of Q3 2026.
  • Dynamic Advisor Solutions sold 435 Packaging Corp of America shares in Q3 2026, an estimated $105K.
  • Packaging Corp of America made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #807 holding.
  • Dynamic Advisor Solutions first reported a position in Packaging Corp of America in Q1 2023 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's Packaging Corp of America position peaked at $7.19M in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.