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Fortis Group Advisors’s Packaging Corp of America PKG Stock Holding History

Fortis Group 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 		$71.5K Hold
300
– – 0.01% 291
2026
Q1 		$63.7K Hold
300
– – 0.01% 293
2025
Q4 		$61.9K Hold
300
– – 0.01% 294
2025
Q3 		$65.4K Hold
300
– – 0.01% 249
2025
Q2 		$56.5K Hold
300
– – 0.01% 239
2025
Q1 		$59.4K Hold
300
– – 0.01% 208
2024
Q4 		$67.5K Hold
300
– – 0.01% 205
2024
Q3 		$64.6K Hold
300
– – 0.01% 198
2024
Q2 		$54.8K Hold
300
– – 0.01% 205
2024
Q1 		$56.9K Sell
300
-300
-50% -$52K 0.01% 221
2023
Q4 		$97.7K Buy
600
+300
+100% +$47.2K 0.02% 145
2023
Q3 		$46.1K Buy
+300
New +$43.8K 0.01% 144
2020
Q3 		$32K Buy
+300
New +$30.7K 0.01% 225

Other funds holding PKG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's PKG Position: Q2 2026 in Review

Fortis Group Advisors held its Packaging Corp of America (PKG) position steady in Q2 2026 at 300 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #291.

Fortis Group Advisors first reported a position in PKG in Q3 2020 and has held it in 13 quarters since. The position peaked at $97.7K in Q4 2023. 894 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Fortis Group Advisors held 300 shares of Packaging Corp of America worth $71.5K as of Q2 2026.
  • Fortis Group Advisors left its Packaging Corp of America share count unchanged in Q2 2026.
  • Packaging Corp of America made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #291 holding.
  • Fortis Group Advisors first reported a position in Packaging Corp of America in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Packaging Corp of America position peaked at $97.7K in Q4 2023.
  • 894 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

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