CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Boeing BA Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q4 		– Sell
-200
Closed -$38 – 2672
2023
Q3 		$38 Buy
+200
New +$43.8K ﹤0.01% 2609

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 $3.38T AUM 44.17% 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

CAPTRUST Financial Advisors's BA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Boeing (BA) stake by 16% in Q2 2026, buying an estimated $3.18M and bringing the position to 102,505 shares worth $22.2M. The position accounts for 0.03% of the portfolio, ranked #363.

CAPTRUST Financial Advisors first reported a position in BA in Q3 2017 and has held it in 36 quarters since. The position peaked at $27.5M in Q4 2023. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • CAPTRUST Financial Advisors held 102,505 shares of Boeing worth $22.2M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 14,274 Boeing shares in Q2 2026, an estimated $3.18M.
  • Boeing made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #363 holding.
  • CAPTRUST Financial Advisors first reported a position in Boeing in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Boeing position peaked at $27.5M in Q4 2023.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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