PFGIA
BA icon

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
2025
Q1 		– Sell
-1,000
Closed -$177K – 496
2024
Q4 		$177K Buy
+1,000
New +$157K 0.02% 450
2024
Q3 		– Sell
-2,200
Closed -$400K – 504
2024
Q2 		$400K Buy
+2,200
New +$392K 0.06% 309

Other funds holding BA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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. 1,942 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.
  • 1,942 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.