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

SOA 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	$102K	Buy	426 +41	+11%	+$8.99K	0.02%	281
2026 Q1	$81.7K	Buy	+385	New	+$85.8K	0.02%	289
2025 Q2	–	Sell	-73	Closed	-$14.5K	–	918
2025 Q1	$14.5K	Hold	73	–	–	﹤0.01%	517
2024 Q4	$16.4K	Hold	73	–	–	﹤0.01%	484
2024 Q3	$15.7K	Hold	73	–	–	﹤0.01%	485
2024 Q2	$13.3K	Sell	73 -1	-1%	-$182	﹤0.01%	495
2024 Q1	$14K	Hold	74	–	–	﹤0.01%	493
2023 Q4	$12.1K	Hold	74	–	–	﹤0.01%	499
2023 Q3	$11.4K	Hold	74	–	–	﹤0.01%	506
2023 Q2	$9.78K	Hold	74	–	–	﹤0.01%	533
2023 Q1	$10.3K	Hold	74	–	–	﹤0.01%	519
2022 Q4	$9.46K	Hold	74	–	–	﹤0.01%	526
2022 Q3	$8K	Sell	74 -3	-4%	-$406	﹤0.01%	540
2022 Q2	$10K	Hold	77	–	–	﹤0.01%	498
2022 Q1	$12K	Hold	77	–	–	﹤0.01%	561
2021 Q4	$10K	Hold	77	–	–	﹤0.01%	574
2021 Q3	$10K	Buy	77 +73	+1,825%	+$10.4K	﹤0.01%	593
2021 Q2	$0	Hold	4	–	–	﹤0.01%	948
2021 Q1	$0	Buy	+4	New	+$545	﹤0.01%	900

Other funds holding PKG

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

SOA Wealth Advisors increased its Packaging Corp of America (PKG) stake by 11% in Q2 2026, buying an estimated $8.99K and bringing the position to 426 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #281.

SOA Wealth Advisors first reported a position in PKG in Q1 2021 and has held it in 19 quarters since. 894 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

SOA Wealth Advisors held 426 shares of Packaging Corp of America worth $102K as of Q2 2026.
SOA Wealth Advisors bought 41 Packaging Corp of America shares in Q2 2026, an estimated $8.99K.
Packaging Corp of America made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #281 holding.
SOA Wealth Advisors first reported a position in Packaging Corp of America in Q1 2021 and has held it in 19 quarters since.
894 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.