Jefferies Financial Group’s Boeing BA Stock Holding History

Jefferies 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 Q3	–	Sell	-13,500	Closed	-$2.83M	–	1455
2025 Q2	$2.83M	Buy	+13,500	New	+$2.55M	0.02%	442
2025 Q1	–	Sell	-64,900	Closed	-$11.5M	–	1623
2024 Q4	$11.5M	Hold	64,900	–	–	0.07%	198
2024 Q3	$9.87M	Buy	64,900 +49,900	+333%	+$8.56M	0.07%	177
2024 Q2	$2.73M	Hold	15,000	–	–	0.03%	457
2024 Q1	$2.89M	Sell	15,000 -30,000	-67%	-$6.16M	0.03%	463
2023 Q4	$11.7M	Hold	45,000	–	–	0.08%	195
2023 Q3	$8.63M	Hold	45,000	–	–	0.08%	197
2023 Q2	$9.5M	Buy	45,000 +15,000	+50%	+$3.12M	0.09%	214
2023 Q1	$6.37M	Buy	+30,000	New	+$6.23M	0.05%	303

Other funds holding BA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's BA Position: Q1 2026 in Review

Jefferies Financial Group reduced its Boeing (BA) stake by 92% in Q1 2026, selling an estimated $38.8M and leaving 14,828 shares worth $2.95M. The position accounts for 0.02% of the portfolio, ranked #479.

Jefferies Financial Group first reported a position in BA in Q4 2022 and has held it in 13 quarters since. The position peaked at $40.2M in Q4 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

Jefferies Financial Group held 14,828 shares of Boeing worth $2.95M as of Q1 2026.
Jefferies Financial Group sold 170,329 Boeing shares in Q1 2026, an estimated $38.8M.
Boeing made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #479 holding.
Jefferies Financial Group first reported a position in Boeing in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's Boeing position peaked at $40.2M in Q4 2025.
2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.