Plan Group Financial
BA icon

Plan Group Financial’s Boeing BA Stock Holding History

Plan Group Financial’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$347K Buy
1,823
+53
+3% +$11.4K 0.07% 161
2026
Q2 		$383K Buy
1,770
+88
+5% +$19.6K 0.08% 146
2026
Q1 		$335K Buy
1,682
+60
+4% +$13.7K 0.08% 157
2025
Q4 		$352K Sell
1,622
-4
-0.2% -$823 0.09% 135
2025
Q3 		$351K Sell
1,626
-9
-0.6% -$2.03K 0.09% 134
2025
Q2 		$343K Buy
1,635
+161
+11% +$30.4K 0.11% 123
2025
Q1 		$251K Buy
+1,474
New +$255K 0.09% 127

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Plan Group Financial's BA Position: Q3 2026 in Review

Plan Group Financial increased its Boeing (BA) stake by 3% in Q3 2026, buying an estimated $11.4K and bringing the position to 1,823 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #161.

Plan Group Financial first reported a position in BA in Q1 2025 and has held it in 7 quarters since. The position peaked at $383K in Q2 2026. 814 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Plan Group Financial held 1,823 shares of Boeing worth $347K as of Q3 2026.
  • Plan Group Financial bought 53 Boeing shares in Q3 2026, an estimated $11.4K.
  • Boeing made up 0.07% of Plan Group Financial's portfolio in Q3 2026, its #161 holding.
  • Plan Group Financial first reported a position in Boeing in Q1 2025 and has held it in 7 quarters since.
  • Plan Group Financial's Boeing position peaked at $383K in Q2 2026.
  • 814 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.