UCFA
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United Capital Financial Advisors’s Packaging Corp of America PKG Stock Holding History

United Capital Financial 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 		$781K Sell
3,279
-1,115
-25% -$244K ﹤0.01% 907
2026
Q1 		$932K Buy
4,394
+2,032
+86% +$453K 0.01% 786
2025
Q4 		$487K Buy
2,362
+499
+27% +$101K ﹤0.01% 966
2025
Q3 		$406K Sell
1,863
-33
-2% -$6.81K ﹤0.01% 929
2025
Q2 		$357K Sell
1,896
-36
-2% -$6.8K ﹤0.01% 876
2025
Q1 		$383K Sell
1,932
-23
-1% -$4.91K ﹤0.01% 823
2024
Q4 		$440K Sell
1,955
-298
-13% -$68.9K ﹤0.01% 770
2024
Q3 		$485K Buy
2,253
+14
+0.6% +$2.78K ﹤0.01% 735
2024
Q2 		$409K Sell
2,239
-65
-3% -$11.8K ﹤0.01% 760
2024
Q1 		$437K Buy
2,304
+15
+0.7% +$2.6K ﹤0.01% 769
2023
Q4 		$373K Buy
+2,289
New +$360K ﹤0.01% 803
2020
Q3 		– Sell
-5,571
Closed -$556K – 1216
2020
Q2 		$556K Buy
+5,571
New +$530K ﹤0.01% 832
2020
Q1 		– Sell
-9,491
Closed -$1.06M – 1324
2019
Q4 		$1.06M Buy
9,491
+978
+11% +$108K 0.01% 757
2019
Q3 		$903K Sell
8,513
-2,994
-26% -$303K 0.01% 777
2019
Q2 		$1.1M Buy
11,507
+231
+2% +$22.3K 0.01% 782
2019
Q1 		$1.12M Buy
11,276
+8,124
+258% +$772K 0.01% 747
2018
Q4 		$259K Sell
3,152
-106
-3% -$9.86K ﹤0.01% 1118
2018
Q3 		$357K Buy
3,258
+123
+4% +$13.9K ﹤0.01% 1047
2018
Q2 		$350K Sell
3,135
-279
-8% -$32.6K ﹤0.01% 1036
2018
Q1 		$385K Sell
3,414
-11,126
-77% -$1.34M ﹤0.01% 1018
2017
Q4 		$1.75M Buy
14,540
+10,924
+302% +$1.27M 0.01% 628
2017
Q3 		$415K Buy
3,616
+345
+11% +$38.6K ﹤0.01% 1014
2017
Q2 		$364K Buy
3,271
+154
+5% +$15.5K ﹤0.01% 1015
2017
Q1 		$286K Sell
3,117
-613
-16% -$56.2K ﹤0.01% 1061
2016
Q4 		$316K Sell
3,730
-8,058
-68% -$676K ﹤0.01% 1032
2016
Q3 		$958K Buy
+11,788
New +$901K 0.01% 784

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

United Capital Financial Advisors's PKG Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Packaging Corp of America (PKG) stake by 25% in Q2 2026, selling an estimated $244K and leaving 3,279 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

United Capital Financial Advisors first reported a position in PKG in Q3 2016 and has held it in 26 quarters since. The position peaked at $1.75M in Q4 2017. 896 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

  • United Capital Financial Advisors held 3,279 shares of Packaging Corp of America worth $781K as of Q2 2026.
  • United Capital Financial Advisors sold 1,115 Packaging Corp of America shares in Q2 2026, an estimated $244K.
  • Packaging Corp of America made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #907 holding.
  • United Capital Financial Advisors first reported a position in Packaging Corp of America in Q3 2016 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Packaging Corp of America position peaked at $1.75M in Q4 2017.
  • 896 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.