AF
BA icon

Aviso Financial’s Boeing BA Stock Holding History

Aviso 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
Q2 		$140K Buy
+647
New +$144K ﹤0.01% 212
2025
Q4 		– Sell
-5,720
Closed -$1.23M – 348
2025
Q3 		$1.23M Buy
5,720
+40
+0.7% +$9.02K 0.05% 147
2025
Q2 		$1.19M Sell
5,680
-250
-4% -$47.2K 0.05% 140
2025
Q1 		$1.01M Buy
5,930
+80
+1% +$13.8K 0.05% 147
2024
Q4 		$1.04M Buy
5,850
+5,748
+5,635% +$902K 0.05% 147
2024
Q3 		$15.5K Buy
102
+42
+70% +$7.2K ﹤0.01% 298
2024
Q2 		$10.9K Buy
+60
New +$10.7K ﹤0.01% 286

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

Aviso Financial's BA Position: Q2 2026 in Review

Aviso Financial opened a new position in Boeing (BA) in Q2 2026: 647 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Aviso Financial previously reported a position in BA as recently as Q3 2025.

Aviso Financial first reported a position in BA in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Aviso Financial held 647 shares of Boeing worth $140K as of Q2 2026.
  • Boeing was a new Aviso Financial position in Q2 2026.
  • Boeing made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #212 holding.
  • Aviso Financial first reported a position in Boeing in Q2 2024 and has held it in 7 quarters since.
  • Aviso Financial's Boeing position peaked at $1.23M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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