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Floyd Financial Group’s Boeing BA Stock Holding History

Floyd Financial Group’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 		– Sell
-4,172
Closed -$906K – 63
2026
Q2 		$906K Sell
4,172
-51
-1% -$11.3K 0.59% 44
2026
Q1 		$946K Buy
4,223
+30
+0.7% +$6.83K 0.63% 40
2025
Q4 		$973K Buy
+4,193
New +$862K 0.66% 44

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SFG
Sather Financial Group Victoria, Texas $1.78B AUM 13.39% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $692M AUM 56.38% 1-Year Est. Return

Floyd Financial Group's BA Position: Q3 2026 in Review

Floyd Financial Group sold out of Boeing (BA) in Q3 2026, closing a stake of 4,172 shares — an estimated $906K sold.

Floyd Financial Group first reported a position in BA in Q4 2025 and held it in 3 quarters. The position peaked at $973K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Floyd Financial Group reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Floyd Financial Group sold 4,172 Boeing shares in Q3 2026, an estimated $906K.
  • Floyd Financial Group first reported a position in Boeing in Q4 2025 and held it in 3 quarters.
  • Floyd Financial Group's Boeing position peaked at $973K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

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