Fiduciary Alliance’s Boeing BA Stock Holding History

Fiduciary Alliance’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	$1.26M	Sell	6,746 -814	-11%	-$175K	0.09%	205
2026 Q2	$1.64M	Buy	7,560 +314	+4%	+$69.9K	0.11%	202
2026 Q1	$1.62M	Sell	7,246 -183	-2%	-$41.7K	0.1%	208
2025 Q4	$1.61M	Buy	7,429 +83	+1%	+$17.1K	0.11%	190
2025 Q3	$1.59M	Buy	7,346 +1,312	+22%	+$296K	0.11%	181
2025 Q2	$1.26M	Buy	6,034 +3,665	+155%	+$692K	0.09%	194
2025 Q1	$404K	Sell	2,369 -356	-13%	-$61.6K	0.04%	285
2024 Q4	$482K	Buy	+2,725	New	+$428K	0.05%	236
2024 Q3	–	Sell	-1,081	Closed	-$200K	–	258
2024 Q2	$200K	Buy	+1,081	New	+$193K	0.03%	204
2023 Q3	–	Sell	-357	Closed	-$75.4K	–	230
2023 Q2	$75.4K	Buy	+357	New	+$74.2K	0.02%	254
2023 Q1	–	Sell	-103	Closed	-$19.6K	–	204
2022 Q4	$19.6K	Buy	+103	New	+$16.8K	0.01%	317

Other funds holding BA

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Fiduciary Alliance's BA Position: Q3 2026 in Review

Fiduciary Alliance reduced its Boeing (BA) stake by 11% in Q3 2026, selling an estimated $175K and leaving 6,746 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #205.

Fiduciary Alliance first reported a position in BA in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.64M in Q2 2026. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

Fiduciary Alliance held 6,746 shares of Boeing worth $1.26M as of Q3 2026.
Fiduciary Alliance sold 814 Boeing shares in Q3 2026, an estimated $175K.
Boeing made up 0.09% of Fiduciary Alliance's portfolio in Q3 2026, its #205 holding.
Fiduciary Alliance first reported a position in Boeing in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's Boeing position peaked at $1.64M in Q2 2026.
555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.