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James T. Borello RIA’s Packaging Corp of America PKG Stock Holding History

James T. Borello RIA’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
Q3 		$10.3K Hold
45
– – ﹤0.01% 600
2026
Q2 		$10.7K Buy
45
+35
+350% +$7.67K ﹤0.01% 575
2026
Q1 		$2.12K Buy
10
+1
+11% +$223 ﹤0.01% 918
2025
Q4 		$1.86K Sell
9
-7
-44% -$1.42K ﹤0.01% 794
2025
Q3 		$3.49K Buy
+16
New +$3.3K ﹤0.01% 585

Other funds holding PKG

SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
NFGCM
Norman Fields Gottscho Capital Management New York $329M AUM 22.06% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

James T. Borello RIA's PKG Position: Q3 2026 in Review

James T. Borello RIA held its Packaging Corp of America (PKG) position steady in Q3 2026 at 45 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

James T. Borello RIA first reported a position in PKG in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.7K in Q2 2026. 123 funds tracked by Wall St. Rank hold PKG as of Q3 2026.

  • James T. Borello RIA held 45 shares of Packaging Corp of America worth $10.3K as of Q3 2026.
  • James T. Borello RIA left its Packaging Corp of America share count unchanged in Q3 2026.
  • Packaging Corp of America made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #600 holding.
  • James T. Borello RIA first reported a position in Packaging Corp of America in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Packaging Corp of America position peaked at $10.7K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.