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Catalyst Financial Partners’s Boeing BA Stock Holding History

Catalyst Financial Partners’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 		$565K Buy
2,610
+326
+14% +$72.5K 0.06% 201
2026
Q1 		$455K Buy
2,284
+15
+0.7% +$3.42K 0.05% 220
2025
Q4 		$493K Sell
2,269
-78
-3% -$16K 0.05% 178
2025
Q3 		$507K Buy
2,347
+401
+21% +$90.4K 0.06% 166
2025
Q2 		$408K Sell
1,946
-15
-0.8% -$2.83K 0.04% 191
2025
Q1 		$334K Buy
1,961
+167
+9% +$28.9K 0.06% 197
2024
Q4 		$318K Buy
1,794
+283
+19% +$44.4K 0.06% 202
2024
Q3 		$230K Sell
1,511
-118
-7% -$20.2K 0.04% 240
2024
Q2 		$296K Buy
1,629
+239
+17% +$42.6K 0.07% 188
2024
Q1 		$237K Sell
1,390
-101
-7% -$20.8K 0.06% 200
2023
Q4 		$389K Buy
1,491
+75
+5% +$16K 0.11% 126
2023
Q3 		$271K Buy
1,416
+73
+5% +$16K 0.09% 166
2023
Q2 		$284K Buy
1,343
+195
+17% +$40.5K 0.1% 149
2023
Q1 		$244K Buy
+1,148
New +$239K 0.1% 150

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

Catalyst Financial Partners's BA Position: Q2 2026 in Review

Catalyst Financial Partners increased its Boeing (BA) stake by 14% in Q2 2026, buying an estimated $72.5K and bringing the position to 2,610 shares worth $565K. The position accounts for 0.06% of the portfolio, ranked #201.

Catalyst Financial Partners first reported a position in BA in Q1 2023 and has held it in 14 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Catalyst Financial Partners held 2,610 shares of Boeing worth $565K as of Q2 2026.
  • Catalyst Financial Partners bought 326 Boeing shares in Q2 2026, an estimated $72.5K.
  • Boeing made up 0.06% of Catalyst Financial Partners's portfolio in Q2 2026, its #201 holding.
  • Catalyst Financial Partners first reported a position in Boeing in Q1 2023 and has held it in 14 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.