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Root Financial Partners’s Packaging Corp of America PKG Stock Holding History

Root Financial Partners’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 		– Sell
-276
Closed -$58.7K – 2416
2026
Q1 		$58.7K Buy
276
+61
+28% +$13.6K ﹤0.01% 806
2025
Q4 		$44.4K Buy
215
+4
+2% +$813 ﹤0.01% 764
2025
Q3 		$46K Buy
+211
New +$43.5K ﹤0.01% 699

Other funds holding PKG

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Handelsbanken Fonder
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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Root Financial Partners's PKG Position: Q2 2026 in Review

Root Financial Partners sold out of Packaging Corp of America (PKG) in Q2 2026, closing a stake of 276 shares — an estimated $58.7K sold.

Root Financial Partners first reported a position in PKG in Q3 2025 and held it in 3 quarters. The position peaked at $58.7K in Q1 2026. 323 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Root Financial Partners reported no remaining Packaging Corp of America position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 276 Packaging Corp of America shares in Q2 2026, an estimated $58.7K.
  • Root Financial Partners first reported a position in Packaging Corp of America in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Packaging Corp of America position peaked at $58.7K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.