Root Financial Partners
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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
Q3 		$76.9K Buy
+335
New +$80.5K ﹤0.01% 876
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

Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Root Financial Partners's PKG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Packaging Corp of America (PKG) in Q3 2026: 335 shares worth $76.9K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PKG as recently as Q1 2026.

Root Financial Partners first reported a position in PKG in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • Root Financial Partners held 335 shares of Packaging Corp of America worth $76.9K as of Q3 2026.
  • Packaging Corp of America was a new Root Financial Partners position in Q3 2026.
  • Packaging Corp of America made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #876 holding.
  • Root Financial Partners first reported a position in Packaging Corp of America in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.