CFG
BA icon

Cooper Financial Group’s Boeing BA Stock Holding History

Cooper Financial Group’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
Q3 		$413K Sell
2,218
-863
-28% -$185K 0.03% 285
2026
Q2 		$667K Buy
3,081
+852
+38% +$190K 0.06% 223
2026
Q1 		$444K Buy
2,229
+105
+5% +$23.9K 0.04% 265
2025
Q4 		$461K Buy
2,124
+387
+22% +$79.6K 0.05% 247
2025
Q3 		$375K Sell
1,737
-130
-7% -$29.3K 0.04% 271
2025
Q2 		$391K Sell
1,867
-419
-18% -$79.1K 0.05% 266
2025
Q1 		$390K Sell
2,286
-760
-25% -$132K 0.05% 274
2024
Q4 		$539K Sell
3,046
-153
-5% -$24K 0.06% 230
2024
Q3 		$486K Buy
3,199
+11
+0.3% +$1.89K 0.06% 246
2024
Q2 		$580K Sell
3,188
-49
-2% -$8.73K 0.09% 204
2024
Q1 		$625K Sell
3,237
-3,101
-49% -$637K 0.1% 182
2023
Q4 		$1.65M Buy
6,338
+347
+6% +$74.2K 0.3% 62
2023
Q3 		$1.15M Sell
5,991
-99
-2% -$21.7K 0.28% 83
2023
Q2 		$1.29M Buy
6,090
+235
+4% +$48.8K 0.32% 75
2023
Q1 		$1.24M Sell
5,855
-22
-0.4% -$4.57K 0.34% 75
2022
Q4 		$1.12M Sell
5,877
-6
-0.1% -$981 0.34% 72
2022
Q3 		$712K Sell
5,883
-720
-11% -$110K 0.26% 97
2022
Q2 		$903K Buy
6,603
+318
+5% +$46.9K 0.33% 80
2022
Q1 		$1.2M Buy
6,285
+333
+6% +$66.8K 0.46% 51
2021
Q4 		$1.2M Sell
5,952
-7,788
-57% -$1.65M 0.45% 55
2021
Q3 		$3.02M Sell
13,740
-228
-2% -$50.8K 0.63% 31
2021
Q2 		$3.35M Buy
13,968
+206
+1% +$49.8K 0.68% 26
2021
Q1 		$3.51M Sell
13,762
-1,831
-12% -$407K 0.79% 25
2020
Q4 		$3.34M Buy
15,593
+1,702
+12% +$327K 0.68% 28
2020
Q3 		$2.3M Buy
13,891
+2,346
+20% +$400K 0.66% 28
2020
Q2 		$2.12M Buy
11,545
+663
+6% +$102K 0.68% 28
2020
Q1 		$1.62M Buy
10,882
+4,184
+62% +$1.15M 0.68% 25
2019
Q4 		$2.18M Sell
6,698
-300
-4% -$106K 0.87% 22
2019
Q3 		$2.66M Buy
6,998
+131
+2% +$46.8K 1.2% 18
2019
Q2 		$2.5M Buy
6,867
+422
+7% +$154K 1.21% 18
2019
Q1 		$2.46M Buy
6,445
+364
+6% +$140K 1.35% 18
2018
Q4 		$1.96M Buy
+6,081
New +$2.1M 1.33% 20

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Cooper Financial Group's BA Position: Q3 2026 in Review

Cooper Financial Group reduced its Boeing (BA) stake by 28% in Q3 2026, selling an estimated $185K and leaving 2,218 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #285.

Cooper Financial Group first reported a position in BA in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.51M in Q1 2021. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Cooper Financial Group held 2,218 shares of Boeing worth $413K as of Q3 2026.
  • Cooper Financial Group sold 863 Boeing shares in Q3 2026, an estimated $185K.
  • Boeing made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #285 holding.
  • Cooper Financial Group first reported a position in Boeing in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Boeing position peaked at $3.51M in Q1 2021.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.