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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
2022
Q2 		– Sell
-500
Closed -$426K – 115
2022
Q1 		$426K Hold
500
– – 0.34% 69
2021
Q4 		$101K Buy
+500
New +$106K 0.08% 123

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Key Client Fiduciary Advisors's BA Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Boeing (BA) stake by 21% in Q2 2026, selling an estimated $61K and leaving 1,044 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #202.

Key Client Fiduciary Advisors first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $426K in Q1 2022. 1,585 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Key Client Fiduciary Advisors held 1,044 shares of Boeing worth $226K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 274 Boeing shares in Q2 2026, an estimated $61K.
  • Boeing made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #202 holding.
  • Key Client Fiduciary Advisors first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's Boeing position peaked at $426K in Q1 2022.
  • 1,585 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.