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Financial Planning Hawaii’s Boeing BA Stock Holding History

Financial Planning Hawaii’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 		$214K Buy
+989
New +$220K 0.11% 131
2026
Q1 		– Sell
-989
Closed -$215K – 126
2025
Q4 		$215K Buy
+989
New +$203K 0.12% 125

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Financial Planning Hawaii's BA Position: Q2 2026 in Review

Financial Planning Hawaii opened a new position in Boeing (BA) in Q2 2026: 989 shares worth $214K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings. This is a return to the name: Financial Planning Hawaii previously reported a position in BA as recently as Q4 2025.

Financial Planning Hawaii first reported a position in BA in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 1,596 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Financial Planning Hawaii held 989 shares of Boeing worth $214K as of Q2 2026.
  • Boeing was a new Financial Planning Hawaii position in Q2 2026.
  • Boeing made up 0.11% of Financial Planning Hawaii's portfolio in Q2 2026, its #131 holding.
  • Financial Planning Hawaii first reported a position in Boeing in Q4 2025 and has held it in 2 quarters since.
  • Financial Planning Hawaii's Boeing position peaked at $215K in Q4 2025.
  • 1,596 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.