First Foundation Advisors’s Packaging Corp of America PKG Stock Holding History

First Foundation 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	–	Sell	-1,017	Closed	-$201K	–	348
2025 Q1	$201K	Sell	1,017 -260	-20%	-$55.5K	0.01%	320
2024 Q4	$287K	Sell	1,277 -171	-12%	-$39.6K	0.01%	293
2024 Q3	$312K	Sell	1,448 -445	-24%	-$88.4K	0.01%	280
2024 Q2	$346K	Sell	1,893 -68	-3%	-$12.4K	0.01%	266
2024 Q1	$372K	Buy	1,961 +164	+9%	+$28.4K	0.01%	261
2023 Q4	$293K	Sell	1,797 -334	-16%	-$52.6K	0.01%	291
2023 Q3	$327K	Buy	+2,131	New	+$311K	0.02%	309
2019 Q4	–	Sell	-3,517	Closed	-$373K	–	364
2019 Q3	$373K	Hold	3,517	–	–	0.02%	257
2019 Q2	$335K	Buy	+3,517	New	+$339K	0.02%	260
2017 Q2	–	Sell	-3,250	Closed	-$298K	–	328
2017 Q1	$298K	Buy	+3,250	New	+$298K	0.02%	263

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

First Foundation Advisors's PKG Position: Q2 2025 in Review

First Foundation Advisors sold out of Packaging Corp of America (PKG) in Q2 2025, closing a stake of 1,017 shares — an estimated $201K sold.

First Foundation Advisors first reported a position in PKG in Q1 2017 and held it in 10 quarters. The position peaked at $373K in Q3 2019. 840 funds tracked by Wall St. Rank hold PKG as of Q2 2025.

First Foundation Advisors reported no remaining Packaging Corp of America position as of Q2 2025 after selling out during the quarter.
First Foundation Advisors sold 1,017 Packaging Corp of America shares in Q2 2025, an estimated $201K.
First Foundation Advisors first reported a position in Packaging Corp of America in Q1 2017 and held it in 10 quarters.
First Foundation Advisors's Packaging Corp of America position peaked at $373K in Q3 2019.
840 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2025.

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