AFS
BA icon

AFG Fiduciary Services’s Boeing BA Stock Holding History

AFG Fiduciary Services’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 		– Sell
-1,755
Closed -$373K – 63
2026
Q1 		$373K Buy
1,755
+250
+17% +$56.9K 0.22% 63
2025
Q4 		$343K Sell
1,505
-250
-14% -$51.4K 0.2% 66
2025
Q3 		$378K Buy
1,755
+735
+72% +$166K 0.22% 64
2025
Q2 		$214K Buy
+1,020
New +$193K 0.14% 78

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AFG Fiduciary Services's BA Position: Q2 2026 in Review

AFG Fiduciary Services sold out of Boeing (BA) in Q2 2026, closing a stake of 1,755 shares — an estimated $373K sold.

AFG Fiduciary Services first reported a position in BA in Q2 2025 and held it in 4 quarters. The position peaked at $378K in Q3 2025. 530 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • AFG Fiduciary Services reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 1,755 Boeing shares in Q2 2026, an estimated $373K.
  • AFG Fiduciary Services first reported a position in Boeing in Q2 2025 and held it in 4 quarters.
  • AFG Fiduciary Services's Boeing position peaked at $378K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.