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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
Q2 		$993K Buy
4,585
+552
+14% +$123K 0.05% 233
2026
Q1 		$803K Buy
4,033
+1,272
+46% +$290K 0.04% 260
2025
Q4 		$600K Sell
2,761
-353
-11% -$72.6K 0.06% 223
2025
Q3 		$672K Sell
3,114
-322
-9% -$72.6K 0.04% 254
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OneAscent Financial Services's BA Position: Q2 2026 in Review

OneAscent Financial Services increased its Boeing (BA) stake by 14% in Q2 2026, buying an estimated $123K and bringing the position to 4,585 shares worth $993K. The position accounts for 0.05% of the portfolio, ranked #233.

OneAscent Financial Services first reported a position in BA in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • OneAscent Financial Services held 4,585 shares of Boeing worth $993K as of Q2 2026.
  • OneAscent Financial Services bought 552 Boeing shares in Q2 2026, an estimated $123K.
  • Boeing made up 0.05% of OneAscent Financial Services's portfolio in Q2 2026, its #233 holding.
  • OneAscent Financial Services first reported a position in Boeing in Q2 2019 and has held it in 16 quarters since.
  • OneAscent Financial Services's Boeing position peaked at $1.15M in Q1 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.