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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
Q2 		$204K Buy
+854
New +$187K ﹤0.01% 976
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
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

Independent Advisor Alliance's PKG Position: Q2 2026 in Review

Independent Advisor Alliance opened a new position in Packaging Corp of America (PKG) in Q2 2026: 854 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PKG as recently as Q4 2025.

Independent Advisor Alliance first reported a position in PKG in Q4 2017 and has held it in 8 quarters since. The position peaked at $320K in Q4 2024. 900 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Independent Advisor Alliance held 854 shares of Packaging Corp of America worth $204K as of Q2 2026.
  • Packaging Corp of America was a new Independent Advisor Alliance position in Q2 2026.
  • Packaging Corp of America made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #976 holding.
  • Independent Advisor Alliance first reported a position in Packaging Corp of America in Q4 2017 and has held it in 8 quarters since.
  • Independent Advisor Alliance's Packaging Corp of America position peaked at $320K in Q4 2024.
  • 900 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.