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Kestra Private Wealth Services’s Boeing BA Stock Holding History

Kestra Private Wealth Services’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 		$13.3M Buy
61,259
+1,460
+2% +$325K 0.15% 154
2026
Q1 		$11.9M Buy
59,799
+1,402
+2% +$319K 0.15% 152
2025
Q4 		$12.7M Buy
58,397
+1,289
+2% +$265K 0.16% 140
2025
Q3 		$12.3M Sell
57,108
-695
-1% -$157K 0.16% 137
2025
Q2 		$12.1M Buy
57,803
+3,938
+7% +$744K 0.17% 129
2025
Q1 		$9.19M Sell
53,865
-1,248
-2% -$216K 0.15% 155
2024
Q4 		$9.76M Sell
55,113
-4,558
-8% -$715K 0.17% 139
2024
Q3 		$9.07M Buy
59,671
+5,913
+11% +$1.01M 0.17% 138
2024
Q2 		$9.78M Buy
53,758
+20,431
+61% +$3.64M 0.2% 118
2024
Q1 		$6.43M Sell
33,327
-7,105
-18% -$1.46M 0.15% 164
2023
Q4 		$10.5M Buy
40,432
+719
+2% +$154K 0.27% 93
2023
Q3 		$7.61M Buy
39,713
+2,547
+7% +$557K 0.24% 103
2023
Q2 		$7.85M Buy
37,166
+1,741
+5% +$362K 0.27% 95
2023
Q1 		$7.53M Buy
35,425
+783
+2% +$163K 0.3% 89
2022
Q4 		$6.6M Buy
34,642
+1,257
+4% +$206K 0.33% 81
2022
Q3 		$4.04M Sell
33,385
-614
-2% -$94.2K 0.23% 109
2022
Q2 		$4.65M Sell
33,999
-353
-1% -$52.1K 0.27% 100
2022
Q1 		$6.58M Buy
34,352
+2,498
+8% +$501K 0.33% 73
2021
Q4 		$6.41M Buy
31,854
+491
+2% +$104K 0.31% 79
2021
Q3 		$6.9M Buy
31,363
+757
+2% +$169K 0.38% 52
2021
Q2 		$7.33M Buy
30,606
+3,181
+12% +$769K 0.45% 38
2021
Q1 		$6.99M Sell
27,425
-1,098
-4% -$244K 0.49% 39
2020
Q4 		$6.18M Sell
28,523
-466
-2% -$89.6K 0.46% 46
2020
Q3 		$4.79M Buy
+28,989
New +$4.94M 0.42% 60

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kestra Private Wealth Services's BA Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Boeing (BA) stake by 2.4% in Q2 2026, buying an estimated $325K and bringing the position to 61,259 shares worth $13.3M. The position accounts for 0.15% of the portfolio, ranked #154.

Kestra Private Wealth Services first reported a position in BA in Q3 2020 and has held it in 24 quarters since. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Kestra Private Wealth Services held 61,259 shares of Boeing worth $13.3M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,460 Boeing shares in Q2 2026, an estimated $325K.
  • Boeing made up 0.15% of Kestra Private Wealth Services's portfolio in Q2 2026, its #154 holding.
  • Kestra Private Wealth Services first reported a position in Boeing in Q3 2020 and has held it in 24 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.