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ERn Financial LLC’s Boeing BA Stock Holding History

ERn Financial LLC’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 		$335K Buy
1,803
+44
+3% +$9.44K 0.05% 125
2026
Q2 		$381K Buy
1,759
+123
+8% +$27.4K 0.06% 121
2026
Q1 		$326K Sell
1,636
-40
-2% -$9.11K 0.06% 117
2025
Q4 		$364K Buy
1,676
+76
+5% +$15.6K 0.07% 113
2025
Q3 		$345K Buy
1,600
+136
+9% +$30.7K 0.07% 112
2025
Q2 		$307K Buy
1,464
+11
+0.8% +$2.08K 0.06% 120
2025
Q1 		$248K Buy
1,453
+294
+25% +$50.9K 0.04% 167
2024
Q4 		$205K Sell
1,159
-215
-16% -$33.7K 0.03% 187
2024
Q3 		$209K Buy
1,374
+200
+17% +$34.3K 0.03% 184
2024
Q2 		$214K Sell
1,174
-119
-9% -$21.2K 0.04% 172
2024
Q1 		$250K Hold
1,293
– – 0.04% 163
2023
Q4 		$274K Sell
1,293
-32
-2% -$6.84K 0.05% 159
2023
Q3 		$254K Buy
1,325
+121
+10% +$26.5K 0.06% 155
2023
Q2 		$254K Sell
1,204
-1
-0.1% -$208 0.05% 157
2023
Q1 		$256K Sell
1,205
-1
-0.1% -$208 0.06% 154
2022
Q4 		$230K Buy
+1,206
New +$197K 0.05% 164
2022
Q2 		– Sell
-1,055
Closed -$202K – 168
2022
Q1 		$202K Sell
1,055
-262
-20% -$52.6K 0.04% 169
2021
Q4 		$265K Hold
1,317
– – 0.06% 132
2021
Q3 		$290K Buy
1,317
+115
+10% +$25.6K 0.07% 114
2021
Q2 		$288K Buy
1,202
+16
+1% +$3.87K 0.1% 85
2021
Q1 		$302K Buy
1,186
+86
+8% +$19.1K 0.12% 77
2020
Q4 		$235K Buy
+1,100
New +$211K 0.1% 81
2020
Q1 		– Sell
-1,148
Closed -$374K – 64
2019
Q4 		$374K Buy
1,148
+253
+28% +$89.6K 0.22% 44
2019
Q3 		$341K Hold
895
– – 0.24% 37
2019
Q2 		$326K Sell
895
-89
-9% -$32.5K 0.25% 39
2019
Q1 		$371K Buy
984
+5
+0.5% +$1.92K 0.22% 50
2018
Q4 		$316K Buy
+979
New +$338K 0.28% 45

Other funds holding BA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

ERn Financial LLC's BA Position: Q3 2026 in Review

ERn Financial LLC increased its Boeing (BA) stake by 2.5% in Q3 2026, buying an estimated $9.44K and bringing the position to 1,803 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #125.

ERn Financial LLC first reported a position in BA in Q4 2018 and has held it in 27 quarters since. The position peaked at $381K in Q2 2026. 1,218 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • ERn Financial LLC held 1,803 shares of Boeing worth $335K as of Q3 2026.
  • ERn Financial LLC bought 44 Boeing shares in Q3 2026, an estimated $9.44K.
  • Boeing made up 0.05% of ERn Financial LLC's portfolio in Q3 2026, its #125 holding.
  • ERn Financial LLC first reported a position in Boeing in Q4 2018 and has held it in 27 quarters since.
  • ERn Financial LLC's Boeing position peaked at $381K in Q2 2026.
  • 1,218 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.