EWA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's PKG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Packaging Corp of America (PKG) stake by 50% in Q1 2026, buying an estimated $591K and bringing the position to 7,958 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #251.

EverSource Wealth Advisors first reported a position in PKG in Q4 2021 and has held it in 18 quarters since. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • EverSource Wealth Advisors held 7,958 shares of Packaging Corp of America worth $1.69M as of Q1 2026.
  • EverSource Wealth Advisors bought 2,651 Packaging Corp of America shares in Q1 2026, an estimated $591K.
  • Packaging Corp of America made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #251 holding.
  • EverSource Wealth Advisors first reported a position in Packaging Corp of America in Q4 2021 and has held it in 18 quarters since.
  • 877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.