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Legacy Financial Advisors’s Packaging Corp of America PKG Stock Holding History

Legacy Financial 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 		$224K Buy
+938
New +$206K 0.03% 399
2025
Q4 		– Sell
-1,215
Closed -$265K – 436
2025
Q3 		$265K Buy
+1,215
New +$251K 0.04% 352
2019
Q2 		– Sell
-547
Closed -$54K – 689
2019
Q1 		$54K Hold
547
– – 0.02% 265
2018
Q4 		$46K Hold
547
– – 0.02% 254
2018
Q3 		$60K Sell
547
-62
-10% -$6.99K 0.02% 229
2018
Q2 		$70K Hold
609
– – 0.03% 206
2018
Q1 		$69K Hold
609
– – 0.03% 206
2017
Q4 		$73K Buy
+609
New +$70.7K 0.03% 206

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

Legacy Financial Advisors's PKG Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Packaging Corp of America (PKG) in Q2 2026: 938 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #399 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in PKG as recently as Q3 2025.

Legacy Financial Advisors first reported a position in PKG in Q4 2017 and has held it in 8 quarters since. The position peaked at $265K in Q3 2025. 896 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Legacy Financial Advisors held 938 shares of Packaging Corp of America worth $224K as of Q2 2026.
  • Packaging Corp of America was a new Legacy Financial Advisors position in Q2 2026.
  • Packaging Corp of America made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #399 holding.
  • Legacy Financial Advisors first reported a position in Packaging Corp of America in Q4 2017 and has held it in 8 quarters since.
  • Legacy Financial Advisors's Packaging Corp of America position peaked at $265K in Q3 2025.
  • 896 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.