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Advus Financial Partners’s Boeing BA Stock Holding History

Advus Financial Partners’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 		$201K Hold
1,080
– – 0.06% 143
2026
Q2 		$234K Buy
+1,080
New +$240K 0.07% 131
2021
Q4 		– Sell
-1,637
Closed -$330K – 53
2021
Q3 		$330K Buy
+1,637
New +$365K 0.18% 66

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

Advus Financial Partners's BA Position: Q3 2026 in Review

Advus Financial Partners held its Boeing (BA) position steady in Q3 2026 at 1,080 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #143.

Advus Financial Partners first reported a position in BA in Q3 2021 and has held it in 3 quarters since. The position peaked at $330K in Q3 2021. 751 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Advus Financial Partners held 1,080 shares of Boeing worth $201K as of Q3 2026.
  • Advus Financial Partners left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.06% of Advus Financial Partners's portfolio in Q3 2026, its #143 holding.
  • Advus Financial Partners first reported a position in Boeing in Q3 2021 and has held it in 3 quarters since.
  • Advus Financial Partners's Boeing position peaked at $330K in Q3 2021.
  • 751 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.