Planned Solutions’s Packaging Corp of America PKG Stock Holding History

Planned Solutions’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 Q3	$249K	Hold	1,088	–	–	0.07%	127
2026 Q2	$259K	Hold	1,088	–	–	0.07%	126
2026 Q1	$231K	Hold	1,088	–	–	0.08%	128
2025 Q4	$224K	Hold	1,088	–	–	0.07%	126
2025 Q3	$237K	Sell	1,088 -100	-8%	-$20.6K	0.08%	118
2025 Q2	$224K	Hold	1,188	–	–	0.09%	112
2025 Q1	$235K	Hold	1,188	–	–	0.1%	102
2024 Q4	$267K	Hold	1,188	–	–	0.11%	87
2024 Q3	$256K	Hold	1,188	–	–	0.1%	92
2024 Q2	$217K	Hold	1,188	–	–	0.11%	91
2024 Q1	$225K	Buy	1,188 +163	+16%	+$28.3K	0.11%	83
2023 Q4	$167K	Buy	+1,025	New	+$161K	0.08%	108
2021 Q1	–	Sell	-500	Closed	-$69K	–	310
2020 Q4	$69K	Buy	+500	New	+$63K	0.06%	153

Other funds holding PKG

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $908M AUM 25.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

NFGCM

Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Planned Solutions's PKG Position: Q3 2026 in Review

Planned Solutions held its Packaging Corp of America (PKG) position steady in Q3 2026 at 1,088 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #127.

Planned Solutions first reported a position in PKG in Q4 2020 and has held it in 13 quarters since. The position peaked at $267K in Q4 2024. 145 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

Planned Solutions held 1,088 shares of Packaging Corp of America worth $249K as of Q3 2026.
Planned Solutions left its Packaging Corp of America share count unchanged in Q3 2026.
Packaging Corp of America made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #127 holding.
Planned Solutions first reported a position in Packaging Corp of America in Q4 2020 and has held it in 13 quarters since.
Planned Solutions's Packaging Corp of America position peaked at $267K in Q4 2024.
145 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.