HWA
PKG icon

Heritage Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

Heritage 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
Q2 		$44.3K Buy
+186
New +$40.8K ﹤0.01% 352
2022
Q3 		– Sell
-165
Closed -$23K – 565
2022
Q2 		$23K Buy
+165
New +$25.5K ﹤0.01% 411

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

Heritage Wealth Advisors's PKG Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in Packaging Corp of America (PKG) in Q2 2026: 186 shares worth $44.3K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in PKG as recently as Q2 2022.

Heritage Wealth Advisors first reported a position in PKG in Q2 2022 and has held it in 2 quarters since. 900 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Heritage Wealth Advisors held 186 shares of Packaging Corp of America worth $44.3K as of Q2 2026.
  • Packaging Corp of America was a new Heritage Wealth Advisors position in Q2 2026.
  • Packaging Corp of America made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #352 holding.
  • Heritage Wealth Advisors first reported a position in Packaging Corp of America in Q2 2022 and has held it in 2 quarters since.
  • 900 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.