Affinity Capital Advisors
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Affinity Capital Advisors’s Boeing BA Stock Holding History

Affinity Capital Advisors’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 		$262K Buy
1,374
+42
+3% +$9.01K 0.03% 176
2026
Q2 		$312K Sell
1,332
-62
-4% -$13.8K 0.04% 146
2026
Q1 		$277K Sell
1,394
-17
-1% -$3.87K 0.04% 138
2025
Q4 		$306K Buy
1,411
+31
+2% +$6.38K 0.04% 129
2025
Q3 		$300K Sell
1,380
-371
-21% -$83.6K 0.05% 122
2025
Q2 		$367K Buy
1,751
+10
+0.6% +$1.89K 0.06% 115
2025
Q1 		$273K Buy
1,741
+121
+7% +$20.9K 0.05% 126
2024
Q4 		$279K Sell
1,620
-2
-0.1% -$314 0.05% 129
2024
Q3 		$247K Sell
1,622
-100
-6% -$17.1K 0.05% 137
2024
Q2 		$313K Hold
1,722
– – 0.07% 117
2024
Q1 		$332K Sell
1,722
-20
-1% -$4.11K 0.07% 113
2023
Q4 		$454K Sell
1,742
-136
-7% -$29.1K 0.11% 93
2023
Q3 		$360K Sell
1,878
-8
-0.4% -$1.75K 0.1% 95
2023
Q2 		$398K Sell
1,886
-120
-6% -$24.9K 0.11% 86
2023
Q1 		$426K Hold
2,006
– – 0.13% 80
2022
Q4 		$382K Hold
2,006
– – 0.13% 74
2022
Q3 		$243K Hold
2,006
– – 0.09% 89
2022
Q2 		$274K Buy
2,006
+125
+7% +$18.4K 0.09% 89
2022
Q1 		$360K Sell
1,881
-260
-12% -$52.2K 0.11% 78
2021
Q4 		$431K Buy
2,141
+78
+4% +$16.5K 0.13% 75
2021
Q3 		$454K Buy
2,063
+142
+7% +$31.7K 0.15% 72
2021
Q2 		$460K Buy
1,921
+10
+0.5% +$2.42K 0.16% 75
2021
Q1 		$487K Sell
1,911
-100
-5% -$22.2K 0.18% 68
2020
Q4 		$431K Buy
2,011
+638
+46% +$123K 0.18% 69
2020
Q3 		$227K Sell
1,373
-111
-7% -$18.9K 0.13% 97
2020
Q2 		$272K Sell
1,484
-36
-2% -$5.53K 0.18% 74
2020
Q1 		$234K Sell
1,520
-90
-6% -$24.6K 0.17% 85
2019
Q4 		$524K Buy
+1,610
New +$570K 0.34% 48

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
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
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Affinity Capital Advisors's BA Position: Q3 2026 in Review

Affinity Capital Advisors increased its Boeing (BA) stake by 3.2% in Q3 2026, buying an estimated $9.01K and bringing the position to 1,374 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #176.

Affinity Capital Advisors first reported a position in BA in Q4 2019 and has held it in 28 quarters since. The position peaked at $524K in Q4 2019. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Affinity Capital Advisors held 1,374 shares of Boeing worth $262K as of Q3 2026.
  • Affinity Capital Advisors bought 42 Boeing shares in Q3 2026, an estimated $9.01K.
  • Boeing made up 0.03% of Affinity Capital Advisors's portfolio in Q3 2026, its #176 holding.
  • Affinity Capital Advisors first reported a position in Boeing in Q4 2019 and has held it in 28 quarters since.
  • Affinity Capital Advisors's Boeing position peaked at $524K in Q4 2019.
  • 555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.