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Embree Financial Group’s Boeing BA Stock Holding History

Embree 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
Q2 		$261K Sell
1,205
-464
-28% -$103K 0.03% 236
2026
Q1 		$332K Buy
1,669
+421
+34% +$95.9K 0.04% 192
2025
Q4 		$271K Sell
1,248
-634
-34% -$130K 0.03% 203
2025
Q3 		$406K Buy
1,882
+617
+49% +$139K 0.05% 156
2025
Q2 		$265K Buy
1,265
+43
+4% +$8.12K 0.04% 188
2025
Q1 		$208K Buy
1,222
+11
+0.9% +$1.9K 0.03% 197
2024
Q4 		$214K Sell
1,211
-1,898
-61% -$298K 0.04% 184
2024
Q3 		$473K Buy
3,109
+1,063
+52% +$182K 0.08% 121
2024
Q2 		$372K Sell
2,046
-366
-15% -$65.2K 0.07% 130
2024
Q1 		$466K Sell
2,412
-382
-14% -$78.5K 0.09% 123
2023
Q4 		$728K Buy
+2,794
New +$598K 0.15% 86

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Embree Financial Group's BA Position: Q2 2026 in Review

Embree Financial Group reduced its Boeing (BA) stake by 28% in Q2 2026, selling an estimated $103K and leaving 1,205 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #236.

Embree Financial Group first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $728K in Q4 2023. 1,300 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Embree Financial Group held 1,205 shares of Boeing worth $261K as of Q2 2026.
  • Embree Financial Group sold 464 Boeing shares in Q2 2026, an estimated $103K.
  • Boeing made up 0.03% of Embree Financial Group's portfolio in Q2 2026, its #236 holding.
  • Embree Financial Group first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Boeing position peaked at $728K in Q4 2023.
  • 1,300 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.