Allen Capital Group
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Allen Capital Group’s Boeing BA Stock Holding History

Allen Capital Group’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 		$315K Sell
1,694
-77
-4% -$16.5K 0.03% 247
2026
Q2 		$383K Buy
1,771
+7
+0.4% +$1.56K 0.03% 228
2026
Q1 		$351K Buy
1,764
+152
+9% +$34.6K 0.03% 221
2025
Q4 		$350K Buy
1,612
+132
+9% +$27.1K 0.03% 220
2025
Q3 		$319K Buy
1,480
+25
+2% +$5.64K 0.03% 219
2025
Q2 		$305K Buy
+1,455
New +$275K 0.03% 219
2022
Q3 		– Sell
-1,520
Closed -$208K – 160
2022
Q2 		$208K Buy
1,520
+117
+8% +$17.3K 0.04% 152
2022
Q1 		$269K Sell
1,403
-21
-1% -$4.22K 0.05% 141
2021
Q4 		$287K Sell
1,424
-33
-2% -$6.97K 0.04% 141
2021
Q3 		$320K Buy
1,457
+19
+1% +$4.24K 0.06% 125
2021
Q2 		$345K Sell
1,438
-99
-6% -$23.9K 0.07% 122
2021
Q1 		$392K Buy
1,537
+90
+6% +$20K 0.09% 112
2020
Q4 		$310K Buy
1,447
+41
+3% +$7.88K 0.07% 116
2020
Q3 		$228K Sell
1,406
-3,212
-70% -$547K 0.06% 128
2020
Q2 		$847K Sell
4,618
-857
-16% -$132K 0.22% 71
2020
Q1 		$817K Buy
5,475
+588
+12% +$161K 0.25% 68
2019
Q4 		$1.59M Buy
4,887
+3,402
+229% +$1.2M 0.42% 54
2019
Q3 		$557K Buy
1,485
+17
+1% +$6.08K 0.17% 90
2019
Q2 		$534K Buy
1,468
+85
+6% +$31K 0.17% 84
2019
Q1 		$528K Sell
1,383
-42
-3% -$16.2K 0.17% 83
2018
Q4 		$520K Sell
1,425
-125
-8% -$43.2K 0.18% 81
2018
Q3 		$576K Sell
1,550
-215
-12% -$75.5K 0.19% 80
2018
Q2 		$592K Buy
1,765
+250
+17% +$86K 0.22% 71
2018
Q1 		$497K Buy
1,515
+511
+51% +$173K 0.19% 76
2017
Q4 		$296K Buy
+1,004
New +$272K 0.13% 92

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Allen Capital Group's BA Position: Q3 2026 in Review

Allen Capital Group reduced its Boeing (BA) stake by 4.3% in Q3 2026, selling an estimated $16.5K and leaving 1,694 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #247.

Allen Capital Group first reported a position in BA in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.59M in Q4 2019. 874 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Allen Capital Group held 1,694 shares of Boeing worth $315K as of Q3 2026.
  • Allen Capital Group sold 77 Boeing shares in Q3 2026, an estimated $16.5K.
  • Boeing made up 0.03% of Allen Capital Group's portfolio in Q3 2026, its #247 holding.
  • Allen Capital Group first reported a position in Boeing in Q4 2017 and has held it in 25 quarters since.
  • Allen Capital Group's Boeing position peaked at $1.59M in Q4 2019.
  • 874 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.