Newbridge Financial Services Group
BA icon

Newbridge Financial Services Group’s Boeing BA Stock Holding History

Newbridge Financial Services Group’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
Q3 		$2.57M Buy
13,810
+5,666
+70% +$1.21M 0.3% 72
2026
Q2 		$1.76M Buy
8,144
+470
+6% +$105K 0.22% 89
2026
Q1 		$1.53M Buy
7,674
+1,932
+34% +$440K 0.25% 81
2025
Q4 		$1.25M Buy
5,742
+1,187
+26% +$244K 0.19% 92
2025
Q3 		$983K Sell
4,555
-2,051
-31% -$462K 0.15% 116
2025
Q2 		$1.38M Buy
6,606
+2,918
+79% +$551K 0.22% 84
2025
Q1 		$629K Buy
3,688
+404
+12% +$69.9K 0.15% 104
2024
Q4 		$581K Buy
+3,284
New +$515K 0.15% 108
2024
Q3 		– Sell
-3,366
Closed -$613K – 693
2024
Q2 		$613K Sell
3,366
-942
-22% -$168K 0.23% 84
2024
Q1 		$831K Buy
+4,308
New +$885K 0.36% 61
2023
Q4 		– Sell
-9,846
Closed -$1.89M – 1162
2023
Q3 		$1.89M Buy
9,846
+689
+8% +$151K 0.95% 13
2023
Q2 		$1.93M Sell
9,157
-891
-9% -$185K 0.95% 10
2023
Q1 		$2.13M Buy
10,048
+151
+2% +$31.4K 1.13% 8
2022
Q4 		$1.89M Sell
9,897
-427
-4% -$69.8K 1.09% 8
2022
Q3 		$1.25M Buy
10,324
+1,013
+11% +$155K 0.73% 13
2022
Q2 		$1.27M Buy
9,311
+345
+4% +$50.9K 0.79% 13
2022
Q1 		$1.72M Sell
8,966
-2,120
-19% -$426K 0.84% 14
2021
Q4 		$2.23M Buy
11,086
+4,001
+56% +$845K 1.05% 7
2021
Q3 		$1.56M Buy
7,085
+2,719
+62% +$606K 0.97% 13
2021
Q2 		$1.05M Buy
4,366
+130
+3% +$31.4K 0.64% 21
2021
Q1 		$1.08M Sell
4,236
-174
-4% -$38.7K 0.79% 15
2020
Q4 		$944K Sell
4,410
-1,045
-19% -$201K 0.78% 17
2020
Q3 		$901K Buy
+5,455
New +$930K 0.89% 16

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Newbridge Financial Services Group's BA Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Boeing (BA) stake by 70% in Q3 2026, buying an estimated $1.21M and bringing the position to 13,810 shares worth $2.57M. The position accounts for 0.3% of the portfolio, ranked #72.

Newbridge Financial Services Group first reported a position in BA in Q3 2020 and has held it in 23 quarters since. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Newbridge Financial Services Group held 13,810 shares of Boeing worth $2.57M as of Q3 2026.
  • Newbridge Financial Services Group bought 5,666 Boeing shares in Q3 2026, an estimated $1.21M.
  • Boeing made up 0.3% of Newbridge Financial Services Group's portfolio in Q3 2026, its #72 holding.
  • Newbridge Financial Services Group first reported a position in Boeing in Q3 2020 and has held it in 23 quarters since.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.