Mechanics Financial Corp’s Boeing BA Stock Holding History

Mechanics Financial Corp’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 Q1	$113K	Sell	570 -5	-0.9%	-$1.14K	0.05%	137
2025 Q4	$125K	Hold	575	–	–	0.05%	133
2025 Q3	$124K	Hold	575	–	–	0.05%	133
2025 Q2	$120K	Hold	575	–	–	0.05%	130
2025 Q1	$98.1K	Hold	575	–	–	0.04%	140
2024 Q4	$102K	Hold	575	–	–	0.05%	137
2024 Q3	$87.4K	Sell	575 -475	-45%	-$81.4K	0.04%	140
2024 Q2	$191K	Hold	1,050	–	–	0.1%	116
2024 Q1	$203K	Hold	1,050	–	–	0.11%	113
2023 Q4	$274K	Hold	1,050	–	–	0.15%	93
2023 Q3	$201K	Hold	1,050	–	–	0.11%	103
2023 Q2	$222K	Hold	1,050	–	–	0.12%	101
2023 Q1	$223K	Hold	1,050	–	–	0.13%	104
2022 Q4	$200K	Hold	1,050	–	–	0.12%	110
2022 Q3	$127K	Hold	1,050	–	–	0.08%	124
2022 Q2	$144K	Hold	1,050	–	–	0.09%	122
2022 Q1	$201K	Hold	1,050	–	–	0.1%	116
2021 Q4	$211K	Buy	+1,050	New	+$222K	0.1%	112

Other funds holding BA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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