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Bleakley Financial Group’s Boeing BA Stock Holding History

Bleakley 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 		$5.28M Buy
24,411
+6,213
+34% +$1.38M 0.07% 231
2026
Q1 		$3.62M Buy
18,198
+484
+3% +$110K 0.06% 264
2025
Q4 		$3.85M Sell
17,714
-728
-4% -$150K 0.07% 225
2025
Q3 		$3.98M Buy
18,442
+758
+4% +$171K 0.09% 189
2025
Q2 		$3.71M Buy
17,684
+1,586
+10% +$300K 0.09% 190
2025
Q1 		$2.75M Buy
16,098
+1,177
+8% +$204K 0.09% 197
2024
Q4 		$2.64M Buy
14,921
+119
+0.8% +$18.7K 0.08% 209
2024
Q3 		$2.25M Sell
14,802
-335
-2% -$57.4K 0.07% 234
2024
Q2 		$2.76M Sell
15,137
-399
-3% -$71.1K 0.08% 232
2024
Q1 		$3M Buy
15,536
+1,527
+11% +$314K 0.09% 220
2023
Q4 		$3.65M Sell
14,009
-378
-3% -$80.8K 0.12% 168
2023
Q3 		$2.76M Sell
14,387
-2,517
-15% -$551K 0.1% 189
2023
Q2 		$3.57M Buy
16,904
+914
+6% +$190K 0.11% 165
2023
Q1 		$3.4M Buy
15,990
+548
+4% +$114K 0.11% 166
2022
Q4 		$2.94M Buy
+15,442
New +$2.53M 0.11% 183

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

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

Bleakley Financial Group increased its Boeing (BA) stake by 34% in Q2 2026, buying an estimated $1.38M and bringing the position to 24,411 shares worth $5.28M. The position accounts for 0.07% of the portfolio, ranked #231.

Bleakley Financial Group first reported a position in BA in Q4 2022 and has held it in 15 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Bleakley Financial Group held 24,411 shares of Boeing worth $5.28M as of Q2 2026.
  • Bleakley Financial Group bought 6,213 Boeing shares in Q2 2026, an estimated $1.38M.
  • Boeing made up 0.07% of Bleakley Financial Group's portfolio in Q2 2026, its #231 holding.
  • Bleakley Financial Group first reported a position in Boeing in Q4 2022 and has held it in 15 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.