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PCG Wealth Advisors’s Boeing BA Stock Holding History

PCG Wealth Advisors’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 		$214K Buy
+989
New +$220K 0.05% 170
2024
Q3 		– Sell
-2,280
Closed -$415K – 124
2024
Q2 		$415K Buy
2,280
+759
+50% +$135K 0.18% 78
2024
Q1 		$294K Buy
+1,521
New +$313K 0.14% 90

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 $3.37T AUM 44.26% 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

PCG Wealth Advisors's BA Position: Q2 2026 in Review

PCG Wealth Advisors opened a new position in Boeing (BA) in Q2 2026: 989 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: PCG Wealth Advisors previously reported a position in BA as recently as Q2 2024.

PCG Wealth Advisors first reported a position in BA in Q1 2024 and has held it in 3 quarters since. The position peaked at $415K in Q2 2024. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • PCG Wealth Advisors held 989 shares of Boeing worth $214K as of Q2 2026.
  • Boeing was a new PCG Wealth Advisors position in Q2 2026.
  • Boeing made up 0.05% of PCG Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • PCG Wealth Advisors first reported a position in Boeing in Q1 2024 and has held it in 3 quarters since.
  • PCG Wealth Advisors's Boeing position peaked at $415K in Q2 2024.
  • 2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.