OF
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Optimize Financial’s Packaging Corp of America PKG Stock Holding History

Optimize Financial’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
Q1 		– Sell
-1,364
Closed -$281K – 421
2025
Q4 		$281K Buy
1,364
+16
+1% +$3.25K 0.14% 282
2025
Q3 		$294K Buy
+1,348
New +$278K 0.15% 285

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Optimize Financial's PKG Position: Q1 2026 in Review

Optimize Financial sold out of Packaging Corp of America (PKG) in Q1 2026, closing a stake of 1,364 shares — an estimated $281K sold.

Optimize Financial first reported a position in PKG in Q3 2025 and held it in 2 quarters. The position peaked at $294K in Q3 2025. 880 funds tracked by Wall St. Rank hold PKG as of Q1 2026.

  • Optimize Financial reported no remaining Packaging Corp of America position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,364 Packaging Corp of America shares in Q1 2026, an estimated $281K.
  • Optimize Financial first reported a position in Packaging Corp of America in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Packaging Corp of America position peaked at $294K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.