SEC 13F Intelligence

Summit Financial Strategies, Inc. / PKG

Summit Financial Strategies, Inc.’s Packaging Corp Amer Position

Does Summit Financial Strategies, Inc. own Packaging Corp Amer (PKG)? Yes — 245.7K shares worth $52M (+4.11% of its 13F portfolio) as of Q1 2026, up from 243.3K shares the prior filed quarter.

Position Value
$52M
Q1 2026
Shares
245.7K
% of Portfolio
+4.11%
Quarters Held
26
currently held

Position History PKG

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $26MQ3 ’21: $28MQ4 ’21: $27MQ4 ’21Q1 ’22: $31MQ2 ’22: $28MQ3 ’22: $26MQ4 ’22: $30MQ4 ’22Q1 ’23: $32MQ2 ’23: $32MQ3 ’23: $36MQ4 ’23: $38MQ4 ’23Q1 ’24: $42MQ2 ’24: $43MQ3 ’24: $51MQ4 ’24: $48MQ4 ’24Q1 ’25: $46MQ2 ’25: $46MQ3 ’25: $53MQ4 ’25: $50MQ4 ’25Q1 ’26: $52Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026245.7K$52M+4.11%
Q4 2025243.3K$50M+4.12%
Q3 2025243.1K$53M+4.54%
Q2 2025243.1K$46M+4.24%
Q1 2025230.6K$46M+4.61%
Q4 2024214.8K$48M+5.34%
Q3 2024234.5K$51M+5.69%
Q2 2024234.5K$43M+5.32%
Q1 2024222.4K$42M+5.89%
Q4 2023233.1K$38M+5.80%
Q3 2023233.1K$36M+6.82%
Q2 2023242.9K$32M+5.99%
Q1 2023231.1K$32M+6.32%
Q4 2022231.1K$30M+6.36%
Q3 2022231.1K$26M+6.16%
Q2 2022201.5K$28M+6.49%
Q1 2022201.5K$31M+6.33%
Q4 2021201.5K$27M+5.30%
Q3 2021201.5K$28M+5.29%
Q2 2021188.4K$26M+5.05%
Q1 202134.3K$5M+1.65%
Q4 202034.3K$5M+1.62%
Q3 202034.3K$4M+1.52%
Q2 202034.3K$3M+1.52%
Q1 202034.3K$3M+1.62%
Q4 201934.3K$4M+1.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Strategies, Inc.’s full portfolio or all institutional holders of PKG.