Global Financial Private Client’s Packaging Corp of America PKG Stock Holding History

Global Financial Private Client’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	-288	Closed	-$57K	–	1226
2025 Q1	$57K	Buy	288 +9	+3%	+$1.92K	0.02%	320
2024 Q4	$62.8K	Buy	279 +4	+1%	+$925	0.02%	305
2024 Q3	$59.2K	Hold	275	–	–	0.02%	311
2024 Q2	$50.2K	Hold	275	–	–	0.02%	300
2024 Q1	$51.9K	Hold	275	–	–	0.02%	303
2023 Q4	$44.8K	Hold	275	–	–	0.02%	307
2023 Q3	$42.2K	Hold	275	–	–	0.02%	303
2023 Q2	$36.5K	Hold	275	–	–	0.02%	318
2023 Q1	$38.6K	Hold	275	–	–	0.02%	306
2022 Q4	$35.2K	Hold	275	–	–	0.02%	306
2022 Q3	$31.6K	Hold	275	–	–	0.02%	311
2022 Q2	$38.2K	Hold	275	–	–	0.02%	284
2022 Q1	$42.8K	Hold	275	–	–	0.02%	280
2021 Q4	$37.4K	Hold	275	–	–	0.02%	291
2021 Q3	$38.3K	Hold	275	–	–	0.02%	264
2021 Q2	$37.5K	Hold	275	–	–	0.02%	270
2021 Q1	$37.3K	Hold	275	–	–	0.03%	235
2020 Q4	$37.9K	Hold	275	–	–	0.03%	215
2020 Q3	$29.6K	Hold	275	–	–	0.03%	228
2020 Q2	$27.3K	Hold	275	–	–	0.02%	269
2020 Q1	$23.1K	Hold	275	–	–	0.02%	293
2019 Q4	$30.8K	Buy	+275	New	+$30.3K	0.03%	294

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

Global Financial Private Client's PKG Position: Q2 2025 in Review

Global Financial Private Client sold out of Packaging Corp of America (PKG) in Q2 2025, closing a stake of 288 shares — an estimated $57K sold.

Global Financial Private Client first reported a position in PKG in Q4 2019 and held it in 22 quarters. The position peaked at $62.8K in Q4 2024. 840 funds tracked by Wall St. Rank hold PKG as of Q2 2025.

Global Financial Private Client reported no remaining Packaging Corp of America position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 288 Packaging Corp of America shares in Q2 2025, an estimated $57K.
Global Financial Private Client first reported a position in Packaging Corp of America in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Packaging Corp of America position peaked at $62.8K in Q4 2024.
840 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.