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

EverSource 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 Q2	$895K	Sell	3,754 -4,204	-53%	-$922K	0.03%	374
2026 Q1	$1.69M	Buy	7,958 +2,651	+50%	+$591K	0.05%	251
2025 Q4	$1.09M	Buy	5,307 +38	+0.7%	+$7.73K	0.04%	316
2025 Q3	$1.15M	Buy	5,269 +261	+5%	+$53.8K	0.05%	280
2025 Q2	$944K	Buy	5,008 +1,176	+31%	+$222K	0.04%	293
2025 Q1	$759K	Buy	3,832 +195	+5%	+$41.6K	0.04%	297
2024 Q4	$819K	Buy	3,637 +66	+2%	+$15.3K	0.05%	274
2024 Q3	$769K	Buy	3,571 +21	+0.6%	+$4.17K	0.05%	261
2024 Q2	$709K	Buy	3,550 +59	+2%	+$10.7K	0.05%	262
2024 Q1	$604K	Buy	3,491 +100	+3%	+$17.3K	0.05%	239
2023 Q4	$553K	Sell	3,391 -43	-1%	-$6.77K	0.05%	234
2023 Q3	$527K	Buy	3,434 +23	+0.7%	+$3.36K	0.06%	224
2023 Q2	$451K	Buy	3,411 +28	+0.8%	+$3.74K	0.05%	242
2023 Q1	$470K	Buy	3,383 +25	+0.7%	+$3.4K	0.06%	222
2022 Q4	$430K	Sell	3,358 -902	-21%	-$113K	0.07%	219
2022 Q3	$478K	Buy	4,260 +4,236	+17,650%	+$573K	0.11%	180
2022 Q2	$3K	Buy	24 +6	+33%	+$927	﹤0.01%	1420
2022 Q1	$3K	Sell	18 -3	-14%	-$438	﹤0.01%	1440
2021 Q4	$2K	Buy	+21	New	+$2.83K	﹤0.01%	1598

Other funds holding PKG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors's PKG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Packaging Corp of America (PKG) stake by 53% in Q2 2026, selling an estimated $922K and leaving 3,754 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #374.

EverSource Wealth Advisors first reported a position in PKG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2026. 900 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

EverSource Wealth Advisors held 3,754 shares of Packaging Corp of America worth $895K as of Q2 2026.
EverSource Wealth Advisors sold 4,204 Packaging Corp of America shares in Q2 2026, an estimated $922K.
Packaging Corp of America made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #374 holding.
EverSource Wealth Advisors first reported a position in Packaging Corp of America in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Packaging Corp of America position peaked at $1.69M in Q1 2026.
900 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.