PGF
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plan Group Financial's BA Position: Q1 2026 in Review

Plan Group Financial increased its Boeing (BA) stake by 3.7% in Q1 2026, buying an estimated $13.7K and bringing the position to 1,682 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #157.

Plan Group Financial first reported a position in BA in Q1 2025 and has held it in 5 quarters since. The position peaked at $352K in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Plan Group Financial held 1,682 shares of Boeing worth $335K as of Q1 2026.
  • Plan Group Financial bought 60 Boeing shares in Q1 2026, an estimated $13.7K.
  • Boeing made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #157 holding.
  • Plan Group Financial first reported a position in Boeing in Q1 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Boeing position peaked at $352K in Q4 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.