JSW
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Journey Strategic Wealth’s Packaging Corp of America PKG Stock Holding History

Journey Strategic Wealth’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
2025
Q4 		– Sell
-1,033
Closed -$225K – 809
2025
Q3 		$225K Buy
+1,033
New +$213K 0.01% 604

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Journey Strategic Wealth's PKG Position: Q4 2025 in Review

Journey Strategic Wealth sold out of Packaging Corp of America (PKG) in Q4 2025, closing a stake of 1,033 shares — an estimated $225K sold.

Journey Strategic Wealth first reported a position in PKG in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 867 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

  • Journey Strategic Wealth reported no remaining Packaging Corp of America position as of Q4 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 1,033 Packaging Corp of America shares in Q4 2025, an estimated $225K.
  • Journey Strategic Wealth first reported a position in Packaging Corp of America in Q3 2025 and held it in 1 quarter.
  • Journey Strategic Wealth's Packaging Corp of America position peaked at $225K in Q3 2025.
  • 867 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.