Merit Financial Group’s Packaging Corp of America PKG Stock Holding History

Merit Financial Group’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	$760K	Sell	3,191 -77	-2%	-$16.9K	﹤0.01%	1239
2026 Q1	$693K	Sell	3,268 -490	-13%	-$109K	0.01%	1178
2025 Q4	$775K	Sell	3,758 -1,699	-31%	-$346K	0.01%	1056
2025 Q3	$1.19M	Buy	5,457 +1,641	+43%	+$338K	0.01%	777
2025 Q2	$719K	Sell	3,816 -845	-18%	-$160K	0.01%	936
2025 Q1	$923K	Buy	4,661 +2,929	+169%	+$625K	0.01%	682
2024 Q4	$390K	Buy	+1,732	New	+$401K	0.01%	818
2024 Q3	–	Sell	-1,193	Closed	-$218K	–	925
2024 Q2	$218K	Buy	+1,193	New	+$217K	﹤0.01%	843

Other funds holding PKG

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

QCM

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

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

AAMU

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

NFGCM

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

WCM

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

Merit Financial Group's PKG Position: Q2 2026 in Review

Merit Financial Group reduced its Packaging Corp of America (PKG) stake by 2.4% in Q2 2026, selling an estimated $16.9K and leaving 3,191 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Merit Financial Group first reported a position in PKG in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 208 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Merit Financial Group held 3,191 shares of Packaging Corp of America worth $760K as of Q2 2026.
Merit Financial Group sold 77 Packaging Corp of America shares in Q2 2026, an estimated $16.9K.
Packaging Corp of America made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1239 holding.
Merit Financial Group first reported a position in Packaging Corp of America in Q2 2024 and has held it in 8 quarters since.
Merit Financial Group's Packaging Corp of America position peaked at $1.19M in Q3 2025.
208 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.