Independent Financial Group
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Independent Financial Group’s Packaging Corp of America PKG Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-985
Closed -$212K – 1229
2024
Q3 		$212K Sell
985
-1,000
-50% -$199K 0.01% 1047
2024
Q2 		$362K Buy
+1,985
New +$361K 0.01% 750

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Independent Financial Group's PKG Position: Q4 2024 in Review

Independent Financial Group sold out of Packaging Corp of America (PKG) in Q4 2024, closing a stake of 985 shares — an estimated $212K sold.

Independent Financial Group first reported a position in PKG in Q2 2024 and held it in 2 quarters. The position peaked at $362K in Q2 2024. 904 funds tracked by Wall St. Rank hold PKG as of Q4 2024.

  • Independent Financial Group reported no remaining Packaging Corp of America position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 985 Packaging Corp of America shares in Q4 2024, an estimated $212K.
  • Independent Financial Group first reported a position in Packaging Corp of America in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's Packaging Corp of America position peaked at $362K in Q2 2024.
  • 904 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.