Principia Wealth Advisory’s Packaging Corp of America PKG Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$1.24K	Buy	6 +3	+100%	+$610	﹤0.01%	608
2025 Q3	$654	Hold	3	–	–	﹤0.01%	740
2025 Q2	$565	Buy	3 +2	+200%	+$378	﹤0.01%	711
2025 Q1	$189	Sell	1 -1	-50%	-$213	﹤0.01%	778
2024 Q4	$450	Buy	+2	New	+$463	﹤0.01%	576

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principia Wealth Advisory's PKG Position: Q4 2025 in Review

Principia Wealth Advisory increased its Packaging Corp of America (PKG) stake by 100% in Q4 2025, buying an estimated $610 and bringing the position to 6 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Principia Wealth Advisory first reported a position in PKG in Q4 2024 and has held it in 5 quarters since. 868 funds tracked by Wall St. Rank hold PKG as of Q4 2025.

Principia Wealth Advisory held 6 shares of Packaging Corp of America worth $1.24K as of Q4 2025.
Principia Wealth Advisory bought 3 Packaging Corp of America shares in Q4 2025, an estimated $610.
Packaging Corp of America made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #608 holding.
Principia Wealth Advisory first reported a position in Packaging Corp of America in Q4 2024 and has held it in 5 quarters since.
868 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.