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Pacific Sun Financial’s Boeing BA Stock Holding History

Pacific Sun 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
2026
Q1 		– Sell
-991
Closed -$215K – 203
2025
Q4 		$215K Sell
991
-241
-20% -$49.6K 0.1% 190
2025
Q3 		$266K Buy
+1,232
New +$278K 0.13% 167
2024
Q3 		– Sell
-1,913
Closed -$348K – 185
2024
Q2 		$348K Sell
1,913
-750
-28% -$134K 0.21% 131
2024
Q1 		$514K Buy
2,663
+772
+41% +$159K 0.3% 106
2023
Q4 		$493K Sell
1,891
-5
-0.3% -$1.07K 0.31% 103
2023
Q3 		$363K Sell
1,896
-17
-0.9% -$3.72K 0.25% 116
2023
Q2 		$406K Buy
+1,913
New +$397K 0.27% 112
2022
Q4 		$364K Sell
1,913
-500
-21% -$81.8K 0.26% 117
2022
Q3 		$292K Buy
2,413
+207
+9% +$31.7K 0.21% 133
2022
Q2 		$302K Buy
2,206
+4
+0.2% +$590 0.2% 133
2022
Q1 		$422K Buy
2,202
+301
+16% +$60.4K 0.23% 120
2021
Q4 		$383K Buy
1,901
+39
+2% +$8.24K 0.2% 125
2021
Q3 		$410K Buy
+1,862
New +$415K 0.24% 115
2020
Q3 		$236K Buy
1,427
+119
+9% +$20.3K 0.2% 135
2020
Q2 		$240K Buy
+1,308
New +$201K 0.22% 123
2020
Q1 		– Sell
-803
Closed -$262K – 125
2019
Q4 		$262K Buy
+803
New +$284K 0.23% 119
2018
Q1 		– Sell
-1,200
Closed -$354K – 119
2017
Q4 		$354K Buy
+1,200
New +$325K 0.19% 95

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

Pacific Sun Financial's BA Position: Q1 2026 in Review

Pacific Sun Financial sold out of Boeing (BA) in Q1 2026, closing a stake of 991 shares — an estimated $215K sold.

Pacific Sun Financial first reported a position in BA in Q4 2017 and held it in 17 quarters. The position peaked at $514K in Q1 2024. 2,507 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Pacific Sun Financial reported no remaining Boeing position as of Q1 2026 after selling out during the quarter.
  • Pacific Sun Financial sold 991 Boeing shares in Q1 2026, an estimated $215K.
  • Pacific Sun Financial first reported a position in Boeing in Q4 2017 and held it in 17 quarters.
  • Pacific Sun Financial's Boeing position peaked at $514K in Q1 2024.
  • 2,507 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.