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Independent Financial Group’s Boeing BA Stock Holding History

Independent 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 		$7.58M Buy
35,022
+478
+1% +$106K 0.14% 143
2026
Q1 		$6.88M Sell
34,544
-297
-0.9% -$67.6K 0.15% 132
2025
Q4 		$7.56M Buy
34,841
+6,611
+23% +$1.36M 0.17% 116
2025
Q3 		$6.09M Buy
28,230
+2,968
+12% +$669K 0.15% 132
2025
Q2 		$5.29M Buy
25,262
+1,822
+8% +$344K 0.15% 136
2025
Q1 		$4M Sell
23,440
-645
-3% -$112K 0.14% 150
2024
Q4 		$4.26M Buy
24,085
+3,116
+15% +$489K 0.14% 132
2024
Q3 		$3.19M Buy
20,969
+1,373
+7% +$235K 0.12% 171
2024
Q2 		$3.57M Sell
19,596
-1,576
-7% -$281K 0.14% 134
2024
Q1 		$4.09M Sell
21,172
-1,205
-5% -$248K 0.19% 116
2023
Q4 		$5.83M Buy
22,377
+1,568
+8% +$335K 0.31% 64
2023
Q3 		$3.99M Buy
20,809
+1,189
+6% +$260K 0.26% 84
2023
Q2 		$4.14M Sell
19,620
-3,413
-15% -$709K 0.29% 70
2023
Q1 		$4.89M Buy
23,033
+227
+1% +$47.2K 0.39% 46
2022
Q4 		$4.34M Buy
22,806
+3,706
+19% +$606K 0.37% 44
2022
Q3 		$2.31M Buy
19,100
+1,431
+8% +$219K 0.21% 93
2022
Q2 		$2.42M Buy
17,669
+3,167
+22% +$467K 0.26% 86
2022
Q1 		$2.78M Buy
14,502
+222
+2% +$44.6K 0.23% 90
2021
Q4 		$2.87M Buy
14,280
+1,558
+12% +$329K 0.24% 82
2021
Q3 		$2.8M Sell
12,722
-2,806
-18% -$626K 0.29% 76
2021
Q2 		$3.72M Sell
15,528
-263
-2% -$63.6K 0.39% 46
2021
Q1 		$4.02M Buy
15,791
+862
+6% +$192K 0.52% 33
2020
Q4 		$3.2M Sell
14,929
-554
-4% -$106K 0.47% 34
2020
Q3 		$2.56M Buy
15,483
+1,207
+8% +$206K 0.48% 36
2020
Q2 		$2.62M Buy
14,276
+3,367
+31% +$518K 0.58% 29
2020
Q1 		$1.63M Buy
+10,909
New +$2.99M 0.48% 41

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Independent Financial Group increased its Boeing (BA) stake by 1.4% in Q2 2026, buying an estimated $106K and bringing the position to 35,022 shares worth $7.58M. The position accounts for 0.14% of the portfolio, ranked #143.

Independent Financial Group first reported a position in BA in Q1 2020 and has held it in 26 quarters since. 2,499 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Independent Financial Group held 35,022 shares of Boeing worth $7.58M as of Q2 2026.
  • Independent Financial Group bought 478 Boeing shares in Q2 2026, an estimated $106K.
  • Boeing made up 0.14% of Independent Financial Group's portfolio in Q2 2026, its #143 holding.
  • Independent Financial Group first reported a position in Boeing in Q1 2020 and has held it in 26 quarters since.
  • 2,499 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.