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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
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

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Greystone Financial Group's BA Position: Q2 2026 in Review

Greystone Financial Group reduced its Boeing (BA) stake by 62% in Q2 2026, selling an estimated $435K and leaving 1,183 shares worth $256K. The position accounts for 0.07% of the portfolio, ranked #70.

Greystone Financial Group first reported a position in BA in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.99M in Q4 2025. 1,280 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Greystone Financial Group held 1,183 shares of Boeing worth $256K as of Q2 2026.
  • Greystone Financial Group sold 1,954 Boeing shares in Q2 2026, an estimated $435K.
  • Boeing made up 0.07% of Greystone Financial Group's portfolio in Q2 2026, its #70 holding.
  • Greystone Financial Group first reported a position in Boeing in Q4 2020 and has held it in 15 quarters since.
  • Greystone Financial Group's Boeing position peaked at $1.99M in Q4 2025.
  • 1,280 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.