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Coordinated Financial Services’s Boeing BA Stock Holding History

Coordinated Financial 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
Q1 		$387K Buy
1,945
+800
+70% +$182K 0.22% 122
2025
Q4 		$249K Buy
+1,145
New +$235K 0.14% 154
2024
Q2 		– Sell
-1,060
Closed -$205K – 130
2024
Q1 		$205K Buy
+1,060
New +$218K 0.18% 124

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Coordinated Financial Services's BA Position: Q1 2026 in Review

Coordinated Financial Services increased its Boeing (BA) stake by 70% in Q1 2026, buying an estimated $182K and bringing the position to 1,945 shares worth $387K. The position accounts for 0.22% of the portfolio, ranked #122.

Coordinated Financial Services first reported a position in BA in Q1 2024 and has held it in 3 quarters since. 2,524 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Coordinated Financial Services held 1,945 shares of Boeing worth $387K as of Q1 2026.
  • Coordinated Financial Services bought 800 Boeing shares in Q1 2026, an estimated $182K.
  • Boeing made up 0.22% of Coordinated Financial Services's portfolio in Q1 2026, its #122 holding.
  • Coordinated Financial Services first reported a position in Boeing in Q1 2024 and has held it in 3 quarters since.
  • 2,524 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.