Summit Wealth Group (Colorado)’s Packaging Corp of America PKG Stock Holding History

Summit Wealth Group (Colorado)’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	$507K	Buy	2,126 +1	+0%	+$219	0.04%	215
2026 Q1	$451K	Sell	2,125 -1	-0%	-$223	0.05%	193
2025 Q4	$438K	Sell	2,126 -21,954	-91%	-$4.46M	0.06%	161
2025 Q3	$1.09M	Buy	24,080 +21,645	+889%	+$4.46M	0.17%	91
2025 Q2	$462K	Buy	+2,435	New	+$460K	0.12%	138

Other funds holding PKG

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PKG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Packaging Corp of America (PKG) stake by 0.05% in Q2 2026, buying an estimated $219 and bringing the position to 2,126 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #215.

Summit Wealth Group (Colorado) first reported a position in PKG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 313 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Summit Wealth Group (Colorado) held 2,126 shares of Packaging Corp of America worth $507K as of Q2 2026.
Summit Wealth Group (Colorado) bought 1 Packaging Corp of America share in Q2 2026, an estimated $219.
Packaging Corp of America made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #215 holding.
Summit Wealth Group (Colorado) first reported a position in Packaging Corp of America in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s Packaging Corp of America position peaked at $1.09M in Q3 2025.
313 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.