Back to PKG
Summit Financial Strategies, Inc. → PKG
Summit Financial Strategies, Inc. PKG Position History
Packaging Corporation of America • Basic Materials
Quarters held
5
Latest value
$54.3M
Q3 2026
Peak value
$63.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $53M |
| Q4 2025 | $50.2M |
| Q1 2026 | $52.1M |
| Q2 2026 | $63.2M |
| Q3 2026 | $54.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $54.3M | 236.7K | — | — |
| Q2 2026 | $63.2M | 265.1K | — | — |
| Q1 2026 | $52.1M | 245.7K | — | — |
| Q4 2025 | $50.2M | 243.3K | — | — |
| Q3 2025 | $53M | 243.1K | — | — |
Other funds holding PKG
$1.1B
$1.1B
$906M
$653.6M
$644.1M
$524.3M
$511.6M
$508.1M