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

Physician 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 		$2.62K Buy
11
+2
+22% +$438 ﹤0.01% 1382
2026
Q1 		$1.91K Sell
9
-1
-10% -$223 ﹤0.01% 1376
2025
Q4 		$2.06K Sell
10
-10
-50% -$2.03K ﹤0.01% 1280
2025
Q3 		$4.36K Buy
+20
New +$4.13K ﹤0.01% 956

Other funds holding PKG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Physician Wealth Advisors increased its Packaging Corp of America (PKG) stake by 22% in Q2 2026, buying an estimated $438 and bringing the position to 11 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Physician Wealth Advisors first reported a position in PKG in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.36K in Q3 2025. 421 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Physician Wealth Advisors held 11 shares of Packaging Corp of America worth $2.62K as of Q2 2026.
  • Physician Wealth Advisors bought 2 Packaging Corp of America shares in Q2 2026, an estimated $438.
  • Packaging Corp of America made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1382 holding.
  • Physician Wealth Advisors first reported a position in Packaging Corp of America in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Packaging Corp of America position peaked at $4.36K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.