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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plan Group Financial's BA Position: Q2 2026 in Review

Plan Group Financial increased its Boeing (BA) stake by 5.2% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,770 shares worth $383K. The position accounts for 0.08% of the portfolio, ranked #146.

Plan Group Financial first reported a position in BA in Q1 2025 and has held it in 6 quarters since. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Plan Group Financial held 1,770 shares of Boeing worth $383K as of Q2 2026.
  • Plan Group Financial bought 88 Boeing shares in Q2 2026, an estimated $19.6K.
  • Boeing made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #146 holding.
  • Plan Group Financial first reported a position in Boeing in Q1 2025 and has held it in 6 quarters since.
  • 2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.