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Clarity Financial’s Boeing BA Stock Holding History

Clarity Financial’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 		– Sell
-3,838
Closed -$764K – 134
2026
Q1 		$764K Buy
3,838
+16
+0.4% +$3.64K 0.08% 57
2025
Q4 		$830K Hold
3,822
– – 0.08% 56
2025
Q3 		$825K Buy
3,822
+5
+0.1% +$1.13K 0.08% 58
2025
Q2 		$800K Sell
3,817
-26
-0.7% -$4.91K 0.09% 56
2025
Q1 		$655K Buy
3,843
+93
+2% +$16.1K 0.08% 56
2024
Q4 		$664K Buy
+3,750
New +$588K 0.08% 61

Other funds holding BA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Clarity Financial's BA Position: Q2 2026 in Review

Clarity Financial sold out of Boeing (BA) in Q2 2026, closing a stake of 3,838 shares — an estimated $764K sold.

Clarity Financial first reported a position in BA in Q4 2024 and held it in 6 quarters. The position peaked at $830K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Clarity Financial reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
  • Clarity Financial sold 3,838 Boeing shares in Q2 2026, an estimated $764K.
  • Clarity Financial first reported a position in Boeing in Q4 2024 and held it in 6 quarters.
  • Clarity Financial's Boeing position peaked at $830K in Q4 2025.
  • 1,595 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.