IWN
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Independent Wealth Network’s Packaging Corp of America PKG Stock Holding History

Independent Wealth Network’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 		$810K Sell
3,400
-130
-4% -$28.5K 0.21% 130
2026
Q1 		$749K Buy
3,530
+165
+5% +$36.8K 0.22% 119
2025
Q4 		$694K Buy
3,365
+245
+8% +$49.8K 0.21% 113
2025
Q3 		$680K Buy
+3,120
New +$643K 0.22% 113

Other funds holding PKG

SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Independent Wealth Network's PKG Position: Q2 2026 in Review

Independent Wealth Network reduced its Packaging Corp of America (PKG) stake by 3.7% in Q2 2026, selling an estimated $28.5K and leaving 3,400 shares worth $810K. The position accounts for 0.21% of the portfolio, ranked #130.

Independent Wealth Network first reported a position in PKG in Q3 2025 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Independent Wealth Network held 3,400 shares of Packaging Corp of America worth $810K as of Q2 2026.
  • Independent Wealth Network sold 130 Packaging Corp of America shares in Q2 2026, an estimated $28.5K.
  • Packaging Corp of America made up 0.21% of Independent Wealth Network's portfolio in Q2 2026, its #130 holding.
  • Independent Wealth Network first reported a position in Packaging Corp of America in Q3 2025 and has held it in 4 quarters since.
  • 262 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.