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Ategra Capital Management’s Boeing BA Stock Holding History

Ategra Capital Management’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 		$5.67M Buy
26,200
+6,200
+31% +$1.38M 2.55% 16
2026
Q1 		$3.98M Buy
20,000
+5,000
+33% +$1.14M 1.98% 19
2025
Q4 		$3.26M Buy
+15,000
New +$3.08M 1.55% 19

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ategra Capital Management's BA Position: Q2 2026 in Review

Ategra Capital Management held its Boeing (BA) position steady in Q2 2026 at 9,500 shares worth $2.06M. The position accounts for 0.93% of the portfolio, ranked #21.

Ategra Capital Management first reported a position in BA in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.98M in Q4 2023. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Ategra Capital Management held 9,500 shares of Boeing worth $2.06M as of Q2 2026.
  • Ategra Capital Management left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.93% of Ategra Capital Management's portfolio in Q2 2026, its #21 holding.
  • Ategra Capital Management first reported a position in Boeing in Q3 2021 and has held it in 14 quarters since.
  • Ategra Capital Management's Boeing position peaked at $6.98M in Q4 2023.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Ategra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.