Allworth Financial’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.24M Sell
42,666
-790
-2% -$176K 0.04% 246
2026
Q1
$8.65M Buy
43,456
+4,289
+11% +$977K 0.04% 269
2025
Q4
$8.5M Sell
39,167
-2,908
-7% -$598K 0.03% 259
2025
Q3
$9.08M Buy
42,075
+3,073
+8% +$693K 0.04% 226
2025
Q2
$8.17M Buy
39,002
+14,930
+62% +$2.82M 0.04% 230
2025
Q1
$4.24M Buy
24,072
+419
+2% +$72.5K 0.02% 278
2024
Q4
$4.13M Buy
23,653
+3,288
+16% +$516K 0.02% 285
2024
Q3
$3.1M Sell
20,365
-284
-1% -$48.7K 0.02% 268
2024
Q2
$3.71M Sell
20,649
-11,257
-35% -$2.01M 0.02% 237
2024
Q1
$6.16M Buy
31,906
+1,475
+5% +$303K 0.04% 169
2023
Q4
$7.93M Buy
30,431
+1,778
+6% +$380K 0.06% 136
2023
Q3
$5.49M Buy
28,653
+4,319
+18% +$945K 0.05% 162
2023
Q2
$5.14M Buy
24,334
+3,312
+16% +$688K 0.04% 168
2023
Q1
$4.47M Sell
21,022
-163
-0.8% -$33.9K 0.04% 167
2022
Q4
$4.04M Sell
21,185
-886
-4% -$145K 0.04% 170
2022
Q3
$2.67M Sell
22,071
-124
-0.6% -$19K 0.03% 199
2022
Q2
$3.04M Sell
22,195
-281
-1% -$41.5K 0.04% 177
2022
Q1
$4.3M Buy
22,476
+12,336
+122% +$2.48M 0.05% 150
2021
Q4
$2.04M Buy
10,140
+1,029
+11% +$217K 0.03% 202
2021
Q3
$2M Buy
9,111
+2,109
+30% +$470K 0.03% 168
2021
Q2
$1.68M Buy
7,002
+209
+3% +$50.5K 0.03% 145
2021
Q1
$1.73M Buy
6,793
+2,614
+63% +$581K 0.04% 122
2020
Q4
$895K Buy
4,179
+125
+3% +$24K 0.02% 126
2020
Q3
$670K Sell
4,054
-631
-13% -$108K 0.02% 122
2020
Q2
$859K Sell
4,685
-5,245
-53% -$806K 0.03% 107
2020
Q1
$1.48M Buy
9,930
+6,231
+168% +$1.71M 0.05% 84
2019
Q4
$1.21M Buy
3,699
+756
+26% +$268K 0.04% 65
2019
Q3
$1.12M Sell
2,943
-649
-18% -$232K 0.04% 62
2019
Q2
$1.31M Sell
3,592
-345
-9% -$126K 0.05% 58
2019
Q1
$1.5M Sell
3,937
-24
-0.6% -$9.24K 0.07% 53
2018
Q4
$1.28M Buy
3,961
+58
+1% +$20K 0.06% 54
2018
Q3
$1.45M Buy
3,903
+29
+0.7% +$10.2K 0.07% 56
2018
Q2
$1.3M Sell
3,874
-263
-6% -$90.5K 0.06% 59
2018
Q1
$1.36M Sell
4,137
-150
-3% -$50.7K 0.1% 32
2017
Q4
$1.26M Buy
4,287
+57
+1% +$15.4K 0.1% 30
2017
Q3
$1.07M Buy
4,230
+89
+2% +$20.7K 0.09% 33
2017
Q2
$819K Buy
4,141
+250
+6% +$46.5K 0.07% 38
2017
Q1
$688K Hold
3,891
0.06% 43
2016
Q4
$606K Sell
3,891
-104
-3% -$15.2K 0.06% 47
2016
Q3
$526K Buy
3,995
+110
+3% +$14.5K 0.06% 55
2016
Q2
$505K Sell
3,885
-100
-3% -$13K 0.06% 55
2016
Q1
$506K Buy
3,985
+28
+0.7% +$3.48K 0.06% 57
2015
Q4
$572K Sell
3,957
-1
-0% -$144 0.1% 52
2015
Q3
$518K Buy
3,958
+197
+5% +$27.3K 0.18% 51
2015
Q2
$522K Buy
3,761
+949
+34% +$138K 0.19% 54
2015
Q1
$422K Sell
2,812
-1
-0% -$146 0.16% 60
2014
Q4
$366K Buy
2,813
+1
+0% +$127 0.14% 57
2014
Q3
$357K Sell
2,812
-151
-5% -$19K 0.14% 55
2014
Q2
$377K Buy
2,963
+56
+2% +$7.31K 0.17% 45
2014
Q1
$365K Buy
2,907
+135
+5% +$17.6K 0.16% 42
2013
Q4
$378K Sell
2,772
-1,419
-34% -$184K 0.19% 36
2013
Q3
$492K Sell
4,191
-50
-1% -$5.39K 0.26% 31
2013
Q2
$434K Buy
+4,241
New +$403K 0.24% 35

Other funds holding BA

Allworth Financial's BA Position: Q2 2026 in Review

Allworth Financial reduced its Boeing (BA) stake by 1.8% in Q2 2026, selling an estimated $176K and leaving 42,666 shares worth $9.24M. The position accounts for 0.04% of the portfolio, ranked #246.

Allworth Financial first reported a position in BA in Q2 2013 and has held it in 53 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Allworth Financial held 42,666 shares of Boeing worth $9.24M as of Q2 2026.
  • Allworth Financial sold 790 Boeing shares in Q2 2026, an estimated $176K.
  • Boeing made up 0.04% of Allworth Financial's portfolio in Q2 2026, its #246 holding.
  • Allworth Financial first reported a position in Boeing in Q2 2013 and has held it in 53 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.