Evanson Financial’s Boeing BA Stock Holding History

Evanson Financial’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	$517K	Buy	+2,389	New	+$532K	0.03%	201

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evanson Financial's BA Position: Q2 2026 in Review

Evanson Financial opened a new position in Boeing (BA) in Q2 2026: 2,389 shares worth $517K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

2,619 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Evanson Financial held 2,389 shares of Boeing worth $517K as of Q2 2026.
Boeing was a new Evanson Financial position in Q2 2026.
Boeing made up 0.03% of Evanson Financial's portfolio in Q2 2026, its #201 holding.
2,619 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.