Greystone Financial Group
BA icon

Greystone Financial Group’s Boeing BA Stock Holding History

Greystone 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 		$221K Buy
1,188
+5
+0.4% +$1.07K 0.06% 72
2026
Q2 		$256K Sell
1,183
-1,954
-62% -$435K 0.07% 70
2026
Q1 		$624K Sell
3,137
-6,050
-66% -$1.38M 0.18% 57
2025
Q4 		$1.99M Buy
9,187
+379
+4% +$77.9K 0.31% 51
2025
Q3 		$1.9M Buy
8,808
+5,699
+183% +$1.28M 0.29% 55
2025
Q2 		$651K Buy
+3,109
New +$587K 0.11% 75
2024
Q2 		– Sell
-3,359
Closed -$648K – 101
2024
Q1 		$648K Buy
3,359
+2,319
+223% +$477K 0.13% 75
2023
Q4 		$271K Buy
+1,040
New +$222K 0.06% 101
2023
Q3 		– Sell
-1,040
Closed -$220K – 108
2023
Q2 		$220K Sell
1,040
-42
-4% -$8.72K 0.05% 102
2023
Q1 		$230K Buy
+1,082
New +$225K 0.06% 93
2022
Q2 		– Sell
-5,502
Closed -$1.05M – 70
2022
Q1 		$1.05M Buy
5,502
+656
+14% +$132K 0.27% 63
2021
Q4 		$976K Buy
4,846
+958
+25% +$202K 0.23% 71
2021
Q3 		$855K Buy
3,888
+167
+4% +$37.2K 0.25% 68
2021
Q2 		$891K Buy
3,721
+190
+5% +$45.9K 0.22% 75
2021
Q1 		$808K Sell
3,531
-101
-3% -$22.4K 0.2% 74
2020
Q4 		$770K Buy
+3,632
New +$698K 0.21% 64

Other funds holding BA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Greystone Financial Group increased its Boeing (BA) stake by 0.42% in Q3 2026, buying an estimated $1.07K and bringing the position to 1,188 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #72.

Greystone Financial Group first reported a position in BA in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.99M in Q4 2025. 1,677 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Greystone Financial Group held 1,188 shares of Boeing worth $221K as of Q3 2026.
  • Greystone Financial Group bought 5 Boeing shares in Q3 2026, an estimated $1.07K.
  • Boeing made up 0.06% of Greystone Financial Group's portfolio in Q3 2026, its #72 holding.
  • Greystone Financial Group first reported a position in Boeing in Q4 2020 and has held it in 16 quarters since.
  • Greystone Financial Group's Boeing position peaked at $1.99M in Q4 2025.
  • 1,677 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.