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Integrated Wealth Concepts’s Packaging Corp of America PKG Stock Holding History

Integrated Wealth Concepts’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 		$772K Buy
3,238
+259
+9% +$56.8K 0.01% 1383
2026
Q1 		$632K Buy
+2,979
New +$664K 0.01% 1403
2025
Q4 		– Sell
-4,130
Closed -$900K – 1941
2025
Q3 		$900K Buy
4,130
+384
+10% +$79.2K 0.01% 1036
2025
Q2 		$706K Buy
3,746
+790
+27% +$149K 0.01% 1094
2025
Q1 		$585K Buy
2,956
+1,252
+73% +$267K 0.01% 1076
2024
Q4 		$384K Buy
1,704
+254
+18% +$58.8K ﹤0.01% 1243
2024
Q3 		$312K Buy
+1,450
New +$288K ﹤0.01% 1313
2024
Q1 		– Sell
-3,406
Closed -$555K – 1694
2023
Q4 		$555K Buy
3,406
+269
+9% +$42.3K 0.01% 956
2023
Q3 		$482K Buy
3,137
+129
+4% +$18.8K 0.01% 994
2023
Q2 		$398K Sell
3,008
-1,196
-28% -$160K 0.01% 1097
2023
Q1 		$584K Buy
4,204
+222
+6% +$30.2K 0.01% 803
2022
Q4 		$509K Buy
3,982
+252
+7% +$31.6K 0.01% 655
2022
Q3 		$419K Buy
+3,730
New +$505K 0.01% 644
2022
Q1 		– Sell
-2,810
Closed -$383K – 1021
2021
Q4 		$383K Buy
2,810
+443
+19% +$59.6K 0.01% 683
2021
Q3 		$325K Buy
+2,367
New +$338K 0.01% 712

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

Integrated Wealth Concepts's PKG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Packaging Corp of America (PKG) stake by 8.7% in Q2 2026, buying an estimated $56.8K and bringing the position to 3,238 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #1383.

Integrated Wealth Concepts first reported a position in PKG in Q3 2021 and has held it in 15 quarters since. The position peaked at $900K in Q3 2025. 902 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Integrated Wealth Concepts held 3,238 shares of Packaging Corp of America worth $772K as of Q2 2026.
  • Integrated Wealth Concepts bought 259 Packaging Corp of America shares in Q2 2026, an estimated $56.8K.
  • Packaging Corp of America made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1383 holding.
  • Integrated Wealth Concepts first reported a position in Packaging Corp of America in Q3 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Packaging Corp of America position peaked at $900K in Q3 2025.
  • 902 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.