Summit Financial Strategies, Inc.
Position in PKG — Packaging Corp Of America
CIK 1625246
Columbus, OH
Position in PKG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$63,167,789
+$11,034,461 QoQ
Shares Held
265,099
+7.9% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
34.65%
of 13F equity value
Holder Rank
#50
of 891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PKG Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $63,507,686 across 2 Packaging & Containers names. PKG ranks #1 (99.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
This page
|
265,099 | $63,167,789 | |
| 2 | GEF |
Greif, Inc
|
4,563 | $339,897 |
All Filings in PKG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,167,789 | 265,099 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $52,133,328 | 245,657 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $50,166,066 | 243,253 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $52,989,243 | 243,148 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $45,821,240 | 243,148 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $45,666,778 | 230,617 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $48,348,243 | 214,757 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $50,510,223 | 234,495 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $42,809,407 | 234,495 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $42,200,619 | 222,366 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $37,968,944 | 233,067 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,787,437 | 233,067 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $32,099,945 | 242,887 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $32,077,643 | 231,057 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $29,554,500 | 231,057 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $25,945,390 | 231,057 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $27,704,462 | 201,487 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $31,454,135 | 201,487 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $27,432,455 | 201,487 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $27,692,373 | 201,487 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $25,515,023 | 188,414 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,611,722 | 34,293 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,729,347 | 34,293 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,739,651 | 34,293 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,422,441 | 34,293 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,977,661 | 34,293 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||