Independent Advisor Alliance’s Packaging Corp of America PKG Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-1,166	Closed	-$240K	–	1647
2025 Q4	$240K	Buy	1,166 +19	+2%	+$3.86K	0.01%	875
2025 Q3	$250K	Sell	1,147 -3	-0.3%	-$619	0.01%	819
2025 Q2	$217K	Sell	1,150 -128	-10%	-$24.2K	0.01%	821
2025 Q1	$253K	Sell	1,278 -143	-10%	-$30.5K	0.01%	701
2024 Q4	$320K	Buy	+1,421	New	+$329K	﹤0.01%	1115
2018 Q4	–	Sell	-2,136	Closed	-$226K	–	451
2018 Q3	$226K	Buy	+2,136	New	+$241K	0.04%	319
2018 Q1	–	Sell	-1,562	Closed	-$202K	–	361
2017 Q4	$202K	Buy	+1,562	New	+$181K	0.05%	299

Other funds holding PKG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's PKG Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Packaging Corp of America (PKG) in Q1 2026, closing a stake of 1,166 shares — an estimated $240K sold.

Independent Advisor Alliance first reported a position in PKG in Q4 2017 and held it in 7 quarters. The position peaked at $320K in Q4 2024. 877 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

Independent Advisor Alliance reported no remaining Packaging Corp of America position as of Q1 2026 after selling out during the quarter.
Independent Advisor Alliance sold 1,166 Packaging Corp of America shares in Q1 2026, an estimated $240K.
Independent Advisor Alliance first reported a position in Packaging Corp of America in Q4 2017 and held it in 7 quarters.
Independent Advisor Alliance's Packaging Corp of America position peaked at $320K in Q4 2024.
877 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.