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Confluence Wealth Services’s Boeing BA Stock Holding History

Confluence Wealth Services’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 		$1.19M Buy
+5,499
New +$1.22M 0.03% 203
2026
Q1 		– Sell
-987
Closed -$214K – 369
2025
Q4 		$214K Sell
987
-35
-3% -$7.2K 0.01% 360
2025
Q3 		$221K Sell
1,022
-50
-5% -$11.3K 0.01% 350
2025
Q2 		$225K Buy
+1,072
New +$202K 0.01% 341
2024
Q2 		– Sell
-1,094
Closed -$211K – 362
2024
Q1 		$211K Sell
1,094
-857
-44% -$176K 0.02% 321
2023
Q4 		$508K Sell
1,951
-65
-3% -$13.9K 0.06% 187
2023
Q3 		$386K Buy
2,016
+115
+6% +$25.2K 0.08% 183
2023
Q2 		$401K Buy
1,901
+8
+0.4% +$1.66K 0.09% 180
2023
Q1 		$402K Sell
1,893
-10
-0.5% -$2.08K 0.09% 162
2022
Q4 		$362K Sell
1,903
-29
-2% -$4.74K 0.09% 171
2022
Q3 		$234K Sell
1,932
-464
-19% -$71.2K 0.1% 199
2022
Q2 		$402K Sell
2,396
-64
-3% -$9.44K 0.18% 175
2022
Q1 		$471K Buy
2,460
+64
+3% +$12.8K 0.17% 149
2021
Q4 		$482K Buy
+2,396
New +$506K 0.16% 143

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

Confluence Wealth Services's BA Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Boeing (BA) in Q2 2026: 5,499 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in BA as recently as Q4 2025.

Confluence Wealth Services first reported a position in BA in Q4 2021 and has held it in 14 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Confluence Wealth Services held 5,499 shares of Boeing worth $1.19M as of Q2 2026.
  • Boeing was a new Confluence Wealth Services position in Q2 2026.
  • Boeing made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #203 holding.
  • Confluence Wealth Services first reported a position in Boeing in Q4 2021 and has held it in 14 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.