Key Client Fiduciary Advisors’s Boeing BA Stock Holding History

Key Client Fiduciary Advisors’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	$226K	Sell	1,044 -274	-21%	-$61K	0.07%	202
2026 Q1	$262K	Sell	1,318 -10	-0.8%	-$2.28K	0.09%	175
2025 Q4	$288K	Sell	1,328 -48	-3%	-$9.87K	0.1%	162
2025 Q3	$297K	Hold	1,376	–	–	0.1%	165
2025 Q2	$288K	Sell	1,376 -115	-8%	-$21.7K	0.12%	159
2025 Q1	$254K	Hold	1,491	–	–	0.12%	161
2024 Q4	$264K	Sell	1,491 -180	-11%	-$28.2K	0.12%	160
2024 Q3	$254K	Sell	1,671 -68	-4%	-$11.7K	0.12%	168
2024 Q2	$317K	Sell	1,739 -100	-5%	-$17.8K	0.16%	138
2024 Q1	$355K	Buy	1,839 +440	+31%	+$90.4K	0.19%	126
2023 Q4	$365K	Sell	1,399 -11	-0.8%	-$2.35K	0.21%	118
2023 Q3	$270K	Sell	1,410 -18	-1%	-$3.94K	0.17%	134
2023 Q2	$302K	Sell	1,428 -452	-24%	-$93.9K	0.18%	130
2023 Q1	$399K	Sell	1,880 -215	-10%	-$44.7K	0.25%	93
2022 Q4	$399K	Buy	2,095 +66	+3%	+$10.8K	0.27%	85
2022 Q3	$246K	Buy	2,029 +48	+2%	+$7.36K	0.25%	92
2022 Q2	$271K	Sell	1,981 -245	-11%	-$36.1K	0.27%	88
2022 Q1	$426K	Buy	2,226 +275	+14%	+$55.2K	0.35%	70
2021 Q4	$393K	Buy	+1,951	New	+$412K	0.33%	75

Other funds holding BA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return