City State Bank’s Boeing BA Stock Holding History

City State Bank’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	$453K	Buy	2,093 +395	+23%	+$87.9K	0.1%	143
2026 Q1	$338K	Sell	1,698 -20	-1%	-$4.55K	0.09%	156
2025 Q4	$373K	Sell	1,718 -100	-6%	-$20.6K	0.1%	148
2025 Q3	$392K	Sell	1,818 -4	-0.2%	-$902	0.11%	145
2025 Q2	$382K	Sell	1,822 -133	-7%	-$25.1K	0.12%	146
2025 Q1	$333K	Sell	1,955 -20	-1%	-$3.46K	0.11%	148
2024 Q4	$350K	Hold	1,975	–	–	0.12%	143
2024 Q3	$300K	Sell	1,975 -20	-1%	-$3.43K	0.11%	151
2024 Q2	$363K	Buy	1,995 +347	+21%	+$61.9K	0.15%	134
2024 Q1	$318K	Buy	1,648 +214	+15%	+$44K	0.14%	133
2023 Q4	$374K	Hold	1,434	–	–	0.19%	116
2023 Q3	$275K	Sell	1,434 -25	-2%	-$5.47K	0.15%	131
2023 Q2	$308K	Sell	1,459 -95	-6%	-$19.7K	0.17%	124
2023 Q1	$330K	Sell	1,554 -176	-10%	-$36.6K	0.19%	115
2022 Q4	$330K	Sell	1,730 -25	-1%	-$4.09K	0.2%	113
2022 Q3	$212K	Sell	1,755 -175	-9%	-$26.8K	0.15%	138
2022 Q2	$264K	Sell	1,930 -25	-1%	-$3.69K	0.18%	121
2022 Q1	$374K	Sell	1,955 -79	-4%	-$15.9K	0.23%	104
2021 Q4	$409K	Buy	+2,034	New	+$430K	0.25%	102

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return