BFG
BA icon

Beacon Financial Group’s Boeing BA Stock Holding History

Beacon Financial 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
Q2 		$221K Sell
1,022
-321
-24% -$71.4K 0.02% 358
2026
Q1 		$267K Buy
1,343
+19
+1% +$4.33K 0.03% 305
2025
Q4 		$287K Sell
1,324
-35
-3% -$7.2K 0.03% 291
2025
Q3 		$293K Buy
+1,359
New +$306K 0.03% 295
2025
Q2 		– Sell
-1,310
Closed -$223K – 339
2025
Q1 		$223K Buy
1,310
+63
+5% +$10.9K 0.02% 313
2024
Q4 		$221K Buy
+1,247
New +$196K 0.02% 311
2024
Q3 		– Sell
-1,162
Closed -$211K – 328
2024
Q2 		$211K Buy
1,162
+21
+2% +$3.74K 0.02% 311
2024
Q1 		$220K Sell
1,141
-22
-2% -$4.52K 0.03% 302
2023
Q4 		$303K Buy
1,163
+131
+13% +$28K 0.04% 259
2023
Q3 		$231K Sell
1,032
-537
-34% -$117K 0.03% 232
2023
Q2 		$332K Buy
1,569
+22
+1% +$4.57K 0.05% 195
2023
Q1 		$326K Sell
1,547
-368
-19% -$76.5K 0.05% 198
2022
Q4 		$370K Sell
1,915
-73
-4% -$11.9K 0.05% 197
2022
Q3 		$248K Buy
1,988
+175
+10% +$26.8K 0.04% 222
2022
Q2 		$254K Sell
1,813
-90
-5% -$13.3K 0.04% 216
2022
Q1 		$369K Hold
1,903
– – 0.05% 214
2021
Q4 		$395K Sell
1,903
-569
-23% -$120K 0.05% 212
2021
Q3 		$557K Buy
2,472
+45
+2% +$10K 0.07% 177
2021
Q2 		$527K Buy
2,427
+26
+1% +$6.29K 0.07% 175
2021
Q1 		$512K Hold
2,401
– – 0.08% 165
2020
Q4 		$512K Sell
2,401
-145
-6% -$27.9K 0.08% 168
2020
Q3 		$421K Buy
2,546
+175
+7% +$29.8K 0.08% 159
2020
Q2 		$461K Buy
+2,371
New +$364K 0.09% 150
2020
Q1 		– Sell
-653
Closed -$213K – 170
2019
Q4 		$213K Buy
653
+35
+6% +$12.4K 0.03% 186
2019
Q3 		$237K Sell
618
-280
-31% -$100K 0.04% 183
2019
Q2 		$327K Buy
898
+13
+1% +$4.74K 0.06% 167
2019
Q1 		$280 Hold
885
– – 0.05% 166
2018
Q4 		$280K Sell
885
-173
-16% -$59.8K 0.05% 167
2018
Q3 		$393K Sell
1,058
-115
-10% -$40.4K 0.07% 149
2018
Q2 		$394K Sell
1,173
-200
-15% -$68.8K 0.07% 146
2018
Q1 		$450K Sell
1,373
-1,683
-55% -$569K 0.08% 147
2017
Q4 		$901K Buy
3,056
+71
+2% +$19.2K 0.16% 101
2017
Q3 		$759K Sell
2,985
-1,170
-28% -$273K 0.14% 109
2017
Q2 		$820K Sell
4,155
-557
-12% -$104K 0.16% 96
2017
Q1 		$838K Buy
4,712
+274
+6% +$46.7K 0.16% 90
2016
Q4 		$691K Buy
4,438
+1
+0% +$146 0.14% 95
2016
Q3 		$581K Buy
4,437
+855
+24% +$113K 0.12% 114
2016
Q2 		$455K Buy
3,582
+542
+18% +$70.7K 0.1% 122
2016
Q1 		$390K Buy
+3,040
New +$377K 0.08% 137

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Beacon Financial Group's BA Position: Q2 2026 in Review

Beacon Financial Group reduced its Boeing (BA) stake by 24% in Q2 2026, selling an estimated $71.4K and leaving 1,022 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #358.

Beacon Financial Group first reported a position in BA in Q1 2016 and has held it in 39 quarters since. The position peaked at $901K in Q4 2017. 1,232 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Beacon Financial Group held 1,022 shares of Boeing worth $221K as of Q2 2026.
  • Beacon Financial Group sold 321 Boeing shares in Q2 2026, an estimated $71.4K.
  • Boeing made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #358 holding.
  • Beacon Financial Group first reported a position in Boeing in Q1 2016 and has held it in 39 quarters since.
  • Beacon Financial Group's Boeing position peaked at $901K in Q4 2017.
  • 1,232 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.