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

EP 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
2025
Q2 		$309K Buy
+1,639
New +$310K ﹤0.01% 1001

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EP Wealth Advisors's PKG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Packaging Corp of America (PKG) in Q2 2025: 1,639 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1001 among its holdings.

841 funds tracked by Wall St. Rank hold PKG as of Q2 2025.

  • EP Wealth Advisors held 1,639 shares of Packaging Corp of America worth $309K as of Q2 2025.
  • Packaging Corp of America was a new EP Wealth Advisors position in Q2 2025.
  • Packaging Corp of America made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1001 holding.
  • 841 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.