BFG
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Berger Financial Group’s Boeing BA Stock Holding History

Berger 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 		$3.62M Hold
16,743
– – 0.19% 106
2026
Q1 		$3.33M Sell
16,743
-255
-2% -$58.1K 0.19% 106
2025
Q4 		$3.69M Sell
16,998
-63
-0.4% -$13K 0.21% 102
2025
Q3 		$3.68M Sell
17,061
-159
-0.9% -$35.9K 0.22% 101
2025
Q2 		$3.61M Sell
17,220
-20
-0.1% -$3.78K 0.23% 101
2025
Q1 		$2.94M Sell
17,240
-25
-0.1% -$4.33K 0.2% 106
2024
Q4 		$3.06M Buy
17,265
+929
+6% +$146K 0.21% 101
2024
Q3 		$2.48M Sell
16,336
-1,270
-7% -$218K 0.18% 108
2024
Q2 		$3.2M Sell
17,606
-1,249
-7% -$223K 0.26% 92
2024
Q1 		$3.64M Sell
18,855
-194
-1% -$39.9K 0.3% 88
2023
Q4 		$4.97M Sell
19,049
-421
-2% -$90K 0.51% 55
2023
Q3 		$3.73M Sell
19,470
-296
-1% -$64.8K 0.43% 70
2023
Q2 		$4.17M Sell
19,766
-8
-0% -$1.66K 0.47% 69
2023
Q1 		$4.2M Sell
19,774
-308
-2% -$64K 0.51% 66
2022
Q4 		$3.83M Sell
20,082
-116
-0.6% -$19K 0.5% 63
2022
Q3 		$2.45M Sell
20,198
-91
-0.4% -$14K 0.36% 78
2022
Q2 		$2.77M Buy
20,289
+2,470
+14% +$364K 0.41% 65
2022
Q1 		$3.41M Sell
17,819
-1,996
-10% -$401K 0.43% 68
2021
Q4 		$3.99M Buy
19,815
+18,094
+1,051% +$3.82M 0.53% 65
2021
Q3 		$379K Sell
1,721
-10,332
-86% -$2.3M 0.07% 138
2021
Q2 		$2.89M Buy
12,053
+10,304
+589% +$2.49M 0.52% 61
2021
Q1 		$446K Sell
1,749
-11,524
-87% -$2.56M 0.1% 121
2020
Q4 		$2.84M Buy
+13,273
New +$2.55M 0.5% 70

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

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

Berger Financial Group held its Boeing (BA) position steady in Q2 2026 at 16,743 shares worth $3.62M. The position accounts for 0.19% of the portfolio, ranked #106.

Berger Financial Group first reported a position in BA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.97M in Q4 2023. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Berger Financial Group held 16,743 shares of Boeing worth $3.62M as of Q2 2026.
  • Berger Financial Group left its Boeing share count unchanged in Q2 2026.
  • Boeing made up 0.19% of Berger Financial Group's portfolio in Q2 2026, its #106 holding.
  • Berger Financial Group first reported a position in Boeing in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Boeing position peaked at $4.97M in Q4 2023.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.