VBFG
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Vishria Bird Financial Group’s Packaging Corp of America PKG Stock Holding History

Vishria Bird Financial Group’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
2025
Q3 		$238K Buy
1,093
+2
+0.2% +$412 0.05% 89
2025
Q2 		$206K Hold
1,091
– – 0.07% 88
2025
Q1 		$216K Hold
1,091
– – 0.07% 79
2024
Q4 		$246K Hold
1,091
– – 0.09% 76
2024
Q3 		$235K Buy
+1,091
New +$217K 0.09% 78
2024
Q2 		– Sell
-1,091
Closed -$207K – 64
2024
Q1 		$207K Buy
+1,091
New +$189K 0.09% 63

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vishria Bird Financial Group's PKG Position: Q3 2025 in Review

Vishria Bird Financial Group increased its Packaging Corp of America (PKG) stake by 0.18% in Q3 2025, buying an estimated $412 and bringing the position to 1,093 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #89.

Vishria Bird Financial Group first reported a position in PKG in Q1 2024 and has held it in 6 quarters since. The position peaked at $246K in Q4 2024. 858 funds tracked by Wall St. Rank hold PKG as of Q3 2025.

  • Vishria Bird Financial Group held 1,093 shares of Packaging Corp of America worth $238K as of Q3 2025.
  • Vishria Bird Financial Group bought 2 Packaging Corp of America shares in Q3 2025, an estimated $412.
  • Packaging Corp of America made up 0.05% of Vishria Bird Financial Group's portfolio in Q3 2025, its #89 holding.
  • Vishria Bird Financial Group first reported a position in Packaging Corp of America in Q1 2024 and has held it in 6 quarters since.
  • Vishria Bird Financial Group's Packaging Corp of America position peaked at $246K in Q4 2024.
  • 858 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.