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Greenberg Financial Group’s Boeing BA Stock Holding History

Greenberg 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
2025
Q4 		$668K Buy
+3,078
New +$633K 0.28% 49
2025
Q2 		$671K Sell
3,100
-350
-10% -$66.1K 0.25% 58
2025
Q1 		$687K Buy
+3,450
New +$597K 0.28% 48

Other funds holding BA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenberg Financial Group's BA Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Boeing (BA) in Q4 2025: 3,078 shares worth $668K. The stake represents 0.28% of the portfolio and ranks #49 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in BA as recently as Q2 2025.

Greenberg Financial Group first reported a position in BA in Q1 2025 and has held it in 3 quarters since. The position peaked at $687K in Q1 2025. 2,531 funds tracked by Wall St. Rank hold BA as of Q4 2025.

  • Greenberg Financial Group held 3,078 shares of Boeing worth $668K as of Q4 2025.
  • Boeing was a new Greenberg Financial Group position in Q4 2025.
  • Boeing made up 0.28% of Greenberg Financial Group's portfolio in Q4 2025, its #49 holding.
  • Greenberg Financial Group first reported a position in Boeing in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Boeing position peaked at $687K in Q1 2025.
  • 2,531 funds tracked by Wall St. Rank held Boeing as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.