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Sowell Financial Services’s Packaging Corp of America PKG Stock Holding History

Sowell Financial Services’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 		$351K Sell
1,471
-181
-11% -$39.7K 0.01% 802
2026
Q1 		$351K Sell
1,652
-176
-10% -$39.2K 0.01% 777
2025
Q4 		$377K Sell
1,828
-139
-7% -$28.3K 0.01% 739
2025
Q3 		$429K Buy
1,967
+323
+20% +$66.6K 0.02% 674
2025
Q2 		$310K Buy
1,644
+83
+5% +$15.7K 0.01% 770
2025
Q1 		$309K Buy
+1,561
New +$333K 0.01% 752
2023
Q2 		– Sell
-1,661
Closed -$231K – 759
2023
Q1 		$231K Buy
+1,661
New +$226K 0.02% 652
2021
Q2 		– Sell
-133
Closed -$20K – 2111
2021
Q1 		$20K Sell
133
-23
-15% -$3.13K ﹤0.01% 2064
2020
Q4 		$21K Sell
156
-1,072
-87% -$135K ﹤0.01% 1727
2020
Q3 		$134K Buy
1,228
+1,119
+1,027% +$114K 0.01% 874
2020
Q2 		$11K Sell
109
-43
-28% -$4.09K ﹤0.01% 1667
2020
Q1 		$13K Sell
152
-34
-18% -$3.3K ﹤0.01% 1535
2019
Q4 		$21K Sell
186
-54
-23% -$5.96K ﹤0.01% 1427
2019
Q3 		$25K Buy
+240
New +$24.3K ﹤0.01% 1207
2017
Q2 		– Sell
-9,180
Closed -$933K – 276
2017
Q1 		$933K Sell
9,180
-1,068
-10% -$97.9K 0.28% 84
2016
Q4 		$975K Buy
+10,248
New +$860K 0.33% 76

Other funds holding PKG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's PKG Position: Q2 2026 in Review

Sowell Financial Services reduced its Packaging Corp of America (PKG) stake by 11% in Q2 2026, selling an estimated $39.7K and leaving 1,471 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #802.

Sowell Financial Services first reported a position in PKG in Q4 2016 and has held it in 16 quarters since. The position peaked at $975K in Q4 2016. 896 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • Sowell Financial Services held 1,471 shares of Packaging Corp of America worth $351K as of Q2 2026.
  • Sowell Financial Services sold 181 Packaging Corp of America shares in Q2 2026, an estimated $39.7K.
  • Packaging Corp of America made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #802 holding.
  • Sowell Financial Services first reported a position in Packaging Corp of America in Q4 2016 and has held it in 16 quarters since.
  • Sowell Financial Services's Packaging Corp of America position peaked at $975K in Q4 2016.
  • 896 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.