JWA
PKG icon

JFS Wealth Advisors’s Packaging Corp of America PKG Stock Holding History

JFS Wealth Advisors’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 		$24.4K Buy
102
+6
+6% +$1.31K ﹤0.01% 721
2026
Q1 		$20.4K Sell
96
-18
-16% -$4.01K ﹤0.01% 729
2025
Q4 		$23.5K Buy
114
+27
+31% +$5.49K ﹤0.01% 710
2025
Q3 		$19K Hold
87
– – ﹤0.01% 710
2025
Q2 		$16.4K Buy
87
+1
+1% +$189 ﹤0.01% 706
2025
Q1 		$17K Hold
86
– – ﹤0.01% 711
2024
Q4 		$19.4K Hold
86
– – ﹤0.01% 655
2024
Q3 		$18.5K Buy
86
+3
+4% +$596 ﹤0.01% 663
2024
Q2 		$15.2K Hold
83
– – ﹤0.01% 668
2024
Q1 		$15.8K Hold
83
– – ﹤0.01% 682
2023
Q4 		$13.5K Buy
83
+9
+12% +$1.42K ﹤0.01% 690
2023
Q3 		$11.4K Hold
74
– – ﹤0.01% 689
2023
Q2 		$9.78K Sell
74
-7
-9% -$935 ﹤0.01% 739
2023
Q1 		$11.2K Buy
81
+25
+45% +$3.4K ﹤0.01% 678
2022
Q4 		$7.16K Buy
56
+27
+93% +$3.38K ﹤0.01% 842
2022
Q3 		$3K Sell
29
-75
-72% -$10.1K ﹤0.01% 1219
2022
Q2 		$14K Buy
104
+43
+70% +$6.64K ﹤0.01% 675
2022
Q1 		$10K Buy
61
+38
+165% +$5.55K ﹤0.01% 792
2021
Q4 		$3K Buy
+23
New +$3.09K ﹤0.01% 975

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

JFS Wealth Advisors's PKG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Packaging Corp of America (PKG) stake by 6.3% in Q2 2026, buying an estimated $1.31K and bringing the position to 102 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

JFS Wealth Advisors first reported a position in PKG in Q4 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • JFS Wealth Advisors held 102 shares of Packaging Corp of America worth $24.4K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Packaging Corp of America shares in Q2 2026, an estimated $1.31K.
  • Packaging Corp of America made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #721 holding.
  • JFS Wealth Advisors first reported a position in Packaging Corp of America in Q4 2021 and has held it in 19 quarters since.
  • 894 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.