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

Kingswood 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 		$296K Buy
1,242
+58
+5% +$12.7K 0.01% 782
2026
Q1 		$251K Buy
1,184
+15
+1% +$3.35K 0.01% 792
2025
Q4 		$241K Buy
+1,169
New +$238K 0.01% 756
2025
Q2 		– Sell
-1,109
Closed -$220K – 782
2025
Q1 		$220K Hold
1,109
– – 0.02% 654
2024
Q4 		$250K Buy
+1,109
New +$257K 0.02% 668

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

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

Kingswood Wealth Advisors increased its Packaging Corp of America (PKG) stake by 4.9% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,242 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #782.

Kingswood Wealth Advisors first reported a position in PKG in Q4 2024 and has held it in 5 quarters since. 896 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Kingswood Wealth Advisors held 1,242 shares of Packaging Corp of America worth $296K as of Q2 2026.
  • Kingswood Wealth Advisors bought 58 Packaging Corp of America shares in Q2 2026, an estimated $12.7K.
  • Packaging Corp of America made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #782 holding.
  • Kingswood Wealth Advisors first reported a position in Packaging Corp of America in Q4 2024 and has held it in 5 quarters since.
  • 896 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.