KF
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Krilogy Financial’s Boeing BA Stock Holding History

Krilogy Financial’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
2020
Q1 		– Sell
-100
Closed -$33K – 197
2019
Q4 		$33K Hold
100
– – 0.01% 200
2019
Q3 		$38K Buy
+100
New +$35.7K 0.01% 187

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Krilogy Financial's BA Position: Q1 2026 in Review

Krilogy Financial increased its Boeing (BA) stake by 31% in Q1 2026, buying an estimated $531K and bringing the position to 9,847 shares worth $2.16M. The position accounts for 0.07% of the portfolio, ranked #213.

Krilogy Financial first reported a position in BA in Q3 2015 and has held it in 40 quarters since. The position peaked at $4.75M in Q4 2023. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Krilogy Financial held 9,847 shares of Boeing worth $2.16M as of Q1 2026.
  • Krilogy Financial bought 2,332 Boeing shares in Q1 2026, an estimated $531K.
  • Boeing made up 0.07% of Krilogy Financial's portfolio in Q1 2026, its #213 holding.
  • Krilogy Financial first reported a position in Boeing in Q3 2015 and has held it in 40 quarters since.
  • Krilogy Financial's Boeing position peaked at $4.75M in Q4 2023.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.