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Financial Synergies Wealth Advisors’s Boeing BA Stock Holding History

Financial Synergies Wealth Advisors’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 		$556K Buy
2,570
+59
+2% +$13.1K 0.05% 82
2026
Q1 		$500K Buy
2,511
+69
+3% +$15.7K 0.05% 82
2025
Q4 		$530K Buy
2,442
+86
+4% +$17.7K 0.05% 73
2025
Q3 		$508K Sell
2,356
-352
-13% -$79.4K 0.05% 65
2025
Q2 		$567K Buy
+2,708
New +$511K 0.06% 62
2024
Q2 		– Sell
-86
Closed -$16.6K – 107
2024
Q1 		$16.6K Sell
86
-40
-32% -$8.22K ﹤0.01% 214
2023
Q4 		$24K Sell
126
-8
-6% -$1.71K ﹤0.01% 125
2023
Q3 		$25.7K Hold
134
– – ﹤0.01% 156
2023
Q2 		$28.3K Buy
134
+8
+6% +$1.66K ﹤0.01% 141
2023
Q1 		$26.8K Hold
126
– – ﹤0.01% 151
2022
Q4 		$24K Sell
126
-9
-7% -$1.47K ﹤0.01% 125
2022
Q3 		$16.3K Buy
135
+9
+7% +$1.38K ﹤0.01% 136
2022
Q2 		$17.2K Buy
+126
New +$18.6K ﹤0.01% 142

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Financial Synergies Wealth Advisors's BA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Boeing (BA) stake by 2.3% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,570 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #82.

Financial Synergies Wealth Advisors first reported a position in BA in Q2 2022 and has held it in 13 quarters since. The position peaked at $567K in Q2 2025. 792 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Financial Synergies Wealth Advisors held 2,570 shares of Boeing worth $556K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 59 Boeing shares in Q2 2026, an estimated $13.1K.
  • Boeing made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Financial Synergies Wealth Advisors first reported a position in Boeing in Q2 2022 and has held it in 13 quarters since.
  • Financial Synergies Wealth Advisors's Boeing position peaked at $567K in Q2 2025.
  • 792 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.