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OneAscent Financial Services’s Boeing BA Stock Holding History

OneAscent Financial Services’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 		$803K Buy
4,033
+1,272
+46% +$290K 0.04% 260
2025
Q4 		$600K Buy
2,761
+717
+35% +$147K 0.06% 223
2025
Q3 		$441K Sell
2,044
-1,392
-41% -$314K 0.05% 248
2025
Q2 		$720K Sell
3,436
-3,346
-49% -$632K 0.05% 240
2025
Q1 		$1.15M Buy
6,782
+1,835
+37% +$318K 0.08% 175
2024
Q4 		$876K Buy
4,947
+3,094
+167% +$486K 0.07% 172
2024
Q3 		$282K Sell
1,853
-1,630
-47% -$279K 0.2% 133
2024
Q2 		$634K Buy
3,483
+1,594
+84% +$284K 0.09% 129
2024
Q1 		$365K Sell
1,889
-308
-14% -$63.3K 0.04% 252
2023
Q4 		$573K Buy
2,197
+951
+76% +$203K 0.07% 174
2023
Q3 		$239K Buy
+1,246
New +$273K 0.06% 220
2022
Q4 		– Sell
-2,235
Closed -$271K – 184
2022
Q3 		$271K Sell
2,235
-161
-7% -$24.7K 0.11% 136
2022
Q2 		$328K Buy
2,396
+1,119
+88% +$165K 0.15% 128
2022
Q1 		$244K Buy
+1,277
New +$256K 0.17% 105
2019
Q3 		– Sell
-1,092
Closed -$397K – 33
2019
Q2 		$397K Buy
+1,092
New +$398K 0.27% 78

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

OneAscent Financial Services's BA Position: Q1 2026 in Review

OneAscent Financial Services increased its Boeing (BA) stake by 46% in Q1 2026, buying an estimated $290K and bringing the position to 4,033 shares worth $803K. The position accounts for 0.04% of the portfolio, ranked #260.

OneAscent Financial Services first reported a position in BA in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.15M in Q1 2025. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • OneAscent Financial Services held 4,033 shares of Boeing worth $803K as of Q1 2026.
  • OneAscent Financial Services bought 1,272 Boeing shares in Q1 2026, an estimated $290K.
  • Boeing made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #260 holding.
  • OneAscent Financial Services first reported a position in Boeing in Q2 2019 and has held it in 15 quarters since.
  • OneAscent Financial Services's Boeing position peaked at $1.15M in Q1 2025.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.