Atala Financial
BA icon

Atala Financial’s Boeing BA Stock Holding History

Atala Financial’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 		$294K Hold
1,582
– – 0.17% 102
2026
Q2 		$342K Hold
1,582
– – 0.21% 94
2026
Q1 		$330K Buy
1,582
+30
+2% +$6.83K 0.22% 93
2025
Q4 		$337K Hold
1,552
– – 0.21% 93
2025
Q3 		$335K Hold
1,552
– – 0.21% 89
2025
Q2 		$325K Hold
1,552
– – 0.22% 90
2025
Q1 		$265K Hold
1,552
– – 0.19% 97
2024
Q4 		$275K Buy
+1,552
New +$244K 0.19% 103

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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

Atala Financial's BA Position: Q3 2026 in Review

Atala Financial held its Boeing (BA) position steady in Q3 2026 at 1,582 shares worth $294K. The position accounts for 0.17% of the portfolio, ranked #102.

Atala Financial first reported a position in BA in Q4 2024 and has held it in 8 quarters since. The position peaked at $342K in Q2 2026. 755 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Atala Financial held 1,582 shares of Boeing worth $294K as of Q3 2026.
  • Atala Financial left its Boeing share count unchanged in Q3 2026.
  • Boeing made up 0.17% of Atala Financial's portfolio in Q3 2026, its #102 holding.
  • Atala Financial first reported a position in Boeing in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's Boeing position peaked at $342K in Q2 2026.
  • 755 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.