Position in IP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,593,615
+$2,501,189 QoQ
Shares Held
716,908
+22.3% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 79.65575868296575.ToString("F0")%
Shared 0.09607900200373455.ToString("F0")%
None 20.248162315030516.ToString("F0")%
Common Shares in IP Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026Focus Partners Wealth holds $59,921,134 across 10 Packaging & Containers names. IP ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
This page
|
716,908 | $25,593,615 | |
| 2 | AMCR |
Amcor plc
|
309,795 | $12,314,351 | |
| 3 | CCK |
Crown Holdings, Inc.
|
61,089 | $6,124,172 | |
| 4 | BALL |
BALL Corp
|
66,695 | $3,942,341 | |
| 5 | SON |
Sonoco Products Co
|
65,001 | $3,515,904 | |
| 6 | SW |
Smurfit Westrock plc
|
84,860 | $3,381,671 | |
| 7 | AVY |
Avery Dennison Corp
|
18,046 | $3,116,183 | |
| 8 | PKG |
Packaging Corp Of America
|
6,066 | $1,287,326 |
All Filings in IP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,593,615 | 716,908 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,092,426 | 586,251 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,664,366 | 423,801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,521,553 | 416,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,899,534 | 410,488 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $22,170,718 | 411,942 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $19,056,531 | 390,103 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $883,366 | 20,472 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $394,336 | 10,106 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||