PGF
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Plan Group Financial’s Ford F Stock Holding History

Plan Group Financial’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
16,098
+268
+2% +$3.62K 0.05% 224
2026
Q1 		$183K Buy
15,830
+541
+4% +$7.13K 0.04% 220
2025
Q4 		$201K Hold
15,289
– – 0.05% 194
2025
Q3 		$183K Sell
15,289
-36
-0.2% -$415 0.05% 179
2025
Q2 		$166K Sell
15,325
-36
-0.2% -$367 0.05% 153
2025
Q1 		$154K Buy
+15,361
New +$150K 0.06% 145

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Plan Group Financial increased its Ford (F) stake by 1.7% in Q2 2026, buying an estimated $3.62K and bringing the position to 16,098 shares worth $224K. The position accounts for 0.05% of the portfolio, ranked #224.

Plan Group Financial first reported a position in F in Q1 2025 and has held it in 6 quarters since. 1,731 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Plan Group Financial held 16,098 shares of Ford worth $224K as of Q2 2026.
  • Plan Group Financial bought 268 Ford shares in Q2 2026, an estimated $3.62K.
  • Ford made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #224 holding.
  • Plan Group Financial first reported a position in Ford in Q1 2025 and has held it in 6 quarters since.
  • 1,731 funds tracked by Wall St. Rank held Ford as of Q2 2026.

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