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Patriot Financial Group Insurance Agency’s Boeing BA Stock Holding History

Patriot Financial Group Insurance Agency’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 		$855K Sell
3,939
-7,301
-65% -$1.62M 0.09% 251
2026
Q1 		$2.24M Buy
11,240
+5,726
+104% +$1.3M 0.13% 198
2025
Q4 		$1.2M Buy
5,514
+223
+4% +$45.9K 0.14% 181
2025
Q3 		$1.14M Sell
5,291
-1,047
-17% -$236K 0.15% 179
2025
Q2 		$1.33M Sell
6,338
-3,810
-38% -$720K 0.15% 166
2025
Q1 		$1.73M Buy
10,148
+179
+2% +$31K 0.23% 111
2024
Q4 		$1.76M Buy
9,969
+3,998
+67% +$627K 0.24% 96
2024
Q3 		$908K Sell
5,971
-103
-2% -$17.7K 0.12% 197
2024
Q2 		$1.11M Buy
6,074
+2,767
+84% +$493K 0.16% 144
2024
Q1 		$638K Buy
3,307
+473
+17% +$97.2K 0.1% 222
2023
Q4 		$739K Sell
2,834
-569
-17% -$122K 0.14% 176
2023
Q3 		$652K Buy
3,403
+63
+2% +$13.8K 0.13% 183
2023
Q2 		$705K Buy
3,340
+454
+16% +$94.3K 0.13% 181
2023
Q1 		$613K Buy
2,886
+23
+0.8% +$4.78K 0.12% 186
2022
Q4 		$545K Sell
2,863
-642
-18% -$105K 0.07% 196
2022
Q3 		$424K Sell
3,505
-477
-12% -$73.2K 0.1% 218
2022
Q2 		$544K Buy
3,982
+23
+0.6% +$3.39K 0.11% 189
2022
Q1 		$758K Sell
3,959
-265
-6% -$53.2K 0.14% 167
2021
Q4 		$850K Buy
4,224
+38
+0.9% +$8.03K 0.14% 155
2021
Q3 		$921K Buy
4,186
+5
+0.1% +$1.11K 0.16% 137
2021
Q2 		$1M Buy
4,181
+109
+3% +$26.4K 0.18% 126
2021
Q1 		$1.04M Sell
4,072
-310
-7% -$68.9K 0.24% 103
2020
Q4 		$938K Buy
4,382
+225
+5% +$43.3K 0.24% 97
2020
Q3 		$687K Sell
4,157
-716
-15% -$122K 0.22% 99
2020
Q2 		$893K Buy
4,873
+1,017
+26% +$156K 0.34% 63
2020
Q1 		$575K Buy
3,856
+938
+32% +$257K 0.26% 76
2019
Q4 		$951K Buy
2,918
+80
+3% +$28.3K 0.36% 51
2019
Q3 		$1.08M Buy
2,838
+12
+0.4% +$4.29K 0.49% 40
2019
Q2 		$1M Buy
2,826
+166
+6% +$60.5K 0.43% 41
2019
Q1 		$1.01M Buy
2,660
+664
+33% +$256K 0.52% 33
2018
Q4 		$644K Buy
1,996
+597
+43% +$206K 0.42% 41
2018
Q3 		$520K Buy
1,399
+249
+22% +$87.5K 0.31% 51
2018
Q2 		$386K Sell
1,150
-240
-17% -$82.6K 0.41% 46
2018
Q1 		$448K Buy
1,390
+1,064
+326% +$359K 0.33% 65
2017
Q4 		$101K Sell
326
-1,774
-84% -$480K 0.08% 211
2017
Q3 		$543K Buy
2,100
+282
+16% +$65.7K 0.49% 42
2017
Q2 		$371K Buy
1,818
+166
+10% +$30.9K 0.39% 52
2017
Q1 		$293K Buy
1,652
+273
+20% +$46.5K 0.31% 57
2016
Q4 		$220K Buy
+1,379
New +$201K 0.3% 66

Other funds holding BA

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Boeing (BA) stake by 65% in Q2 2026, selling an estimated $1.62M and leaving 3,939 shares worth $855K. The position accounts for 0.09% of the portfolio, ranked #251.

Patriot Financial Group Insurance Agency first reported a position in BA in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.24M in Q1 2026. 1,357 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,939 shares of Boeing worth $855K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 7,301 Boeing shares in Q2 2026, an estimated $1.62M.
  • Boeing made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #251 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Boeing in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Boeing position peaked at $2.24M in Q1 2026.
  • 1,357 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.