Wealthspire Advisors (New York)’s Packaging Corp of America PKG Stock Holding History

Wealthspire Advisors (New York)’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	$508K	Buy	+2,133	New	+$468K	﹤0.01%	793
2026 Q1	–	Sell	-1,593	Closed	-$329K	–	1060
2025 Q4	$329K	Buy	1,593 +1,157	+265%	+$235K	﹤0.01%	768
2025 Q3	$95K	Buy	+436	New	+$89.9K	﹤0.01%	1025
2019 Q1	–	Sell	-182	Closed	-$15K	–	600
2018 Q4	$15K	Buy	+182	New	+$16.9K	﹤0.01%	407

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s PKG Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Packaging Corp of America (PKG) in Q2 2026: 2,133 shares worth $508K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in PKG as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in PKG in Q4 2018 and has held it in 4 quarters since. 903 funds tracked by Wall St. Rank hold PKG as of Q2 2026.

Wealthspire Advisors (New York) held 2,133 shares of Packaging Corp of America worth $508K as of Q2 2026.
Packaging Corp of America was a new Wealthspire Advisors (New York) position in Q2 2026.
Packaging Corp of America made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #793 holding.
Wealthspire Advisors (New York) first reported a position in Packaging Corp of America in Q4 2018 and has held it in 4 quarters since.
903 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.