FAN
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Financial Advisors Network’s Packaging Corp of America PKG Stock Holding History

Financial Advisors Network’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
Q1 		– Sell
-920
Closed -$207K – 210
2024
Q4 		$207K Buy
+920
New +$213K 0.03% 180
2023
Q4 		$545K Sell
3,347
-12
-0.4% -$1.89K 0.11% 83
2023
Q3 		$516K Buy
+3,359
New +$490K 0.12% 74
2021
Q4 		– Sell
-1,522
Closed -$206K – 149
2021
Q3 		$206K Buy
+1,522
New +$217K 0.05% 144
2021
Q1 		– Sell
-2,994
Closed -$413K – 126
2020
Q4 		$413K Sell
2,994
-307
-9% -$38.7K 0.14% 76
2020
Q3 		$360K Sell
3,301
-481
-13% -$49.2K 0.14% 81
2020
Q2 		$377K Sell
3,782
-807
-18% -$76.8K 0.15% 76
2020
Q1 		$398K Buy
+4,589
New +$445K 0.19% 70

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return