LexAurum Advisors’s Packaging Corp of America PKG Stock Holding History

LexAurum 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	$254K	Sell	1,064 -196	-16%	-$43K	0.03%	367
2026 Q1	$267K	Buy	+1,260	New	+$281K	0.03%	340
2025 Q3	$271K	Buy	1,243 +18	+1%	+$3.71K	0.04%	319
2025 Q2	$231K	Buy	1,225 +5	+0.4%	+$945	0.04%	318
2025 Q1	$241K	Buy	1,220 +6	+0.5%	+$1.28K	0.05%	303
2024 Q4	$273K	Buy	1,214 +11	+0.9%	+$2.54K	0.05%	272
2024 Q3	$259K	Sell	1,203 -44	-4%	-$8.74K	0.06%	253
2024 Q2	$228K	Buy	1,247 +60	+5%	+$10.9K	0.06%	265
2024 Q1	$225K	Sell	1,187 -1,168	-50%	-$203K	0.06%	268
2023 Q4	$384K	Buy	2,355 +19	+0.8%	+$2.99K	0.1%	180
2023 Q3	$359K	Buy	2,336 +22	+1%	+$3.21K	0.1%	187
2023 Q2	$306K	Buy	2,314 +20	+0.9%	+$2.67K	0.09%	199
2023 Q1	$319K	Buy	2,294 +21	+0.9%	+$2.85K	0.11%	180
2022 Q4	$291K	Buy	2,273 +24	+1%	+$3.01K	0.1%	186
2022 Q3	$253K	Buy	2,249 +21	+0.9%	+$2.84K	0.1%	196
2022 Q2	$306K	Buy	2,228 +13	+0.6%	+$2.01K	0.11%	172
2022 Q1	$346K	Buy	+2,215	New	+$324K	0.11%	168

Other funds holding PKG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Norman Fields Gottscho Capital Management New York $330M AUM 27.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return