Paragon Financial Partners’s Boeing BA Stock Holding History

Paragon Financial Partners’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	$400K	Hold	1,850	–	–	0.21%	59
2026 Q1	$414K	Sell	1,850 -200	-10%	-$45.5K	0.23%	54
2025 Q4	$445K	Buy	2,050 +200	+11%	+$41.1K	0.27%	49
2025 Q3	$399K	Hold	1,850	–	–	0.25%	52
2025 Q2	$388K	Hold	1,850	–	–	0.26%	54
2025 Q1	$316K	Hold	1,850	–	–	0.25%	58
2024 Q4	$327K	Sell	1,850 -3	-0.2%	-$471	0.25%	56
2024 Q3	$282K	Hold	1,853	–	–	0.21%	71
2024 Q2	$337K	Hold	1,853	–	–	0.26%	60
2024 Q1	$358K	Sell	1,853 -92	-5%	-$18.9K	0.29%	57
2023 Q4	$507K	Sell	1,945 -86	-4%	-$18.4K	0.49%	33
2023 Q3	$389K	Hold	2,031	–	–	0.4%	48
2023 Q2	$429K	Hold	2,031	–	–	0.41%	48
2023 Q1	$431K	Sell	2,031 -248	-11%	-$51.5K	0.45%	43
2022 Q4	$434K	Hold	2,279	–	–	0.48%	40
2022 Q3	$276K	Hold	2,279	–	–	0.31%	57
2022 Q2	$312K	Hold	2,279	–	–	0.32%	59
2022 Q1	$436K	Hold	2,279	–	–	0.38%	55
2021 Q4	$459K	Buy	+2,279	New	+$481K	0.38%	54

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Paragon Financial Partners's BA Position: Q2 2026 in Review

Paragon Financial Partners held its Boeing (BA) position steady in Q2 2026 at 1,850 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #59.

Paragon Financial Partners first reported a position in BA in Q4 2021 and has held it in 19 quarters since. The position peaked at $507K in Q4 2023. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Paragon Financial Partners held 1,850 shares of Boeing worth $400K as of Q2 2026.
Paragon Financial Partners left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.21% of Paragon Financial Partners's portfolio in Q2 2026, its #59 holding.
Paragon Financial Partners first reported a position in Boeing in Q4 2021 and has held it in 19 quarters since.
Paragon Financial Partners's Boeing position peaked at $507K in Q4 2023.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Paragon Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.