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Phoenix Financial’s Boeing BA Stock Holding History

Phoenix 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
Q2 		$6.32M Buy
29,187
+4,606
+19% +$1.02M 0.04% 120
2026
Q1 		$4.89M Sell
24,581
-536
-2% -$122K 0.05% 120
2025
Q4 		$5.45M Sell
25,117
-5,651
-18% -$1.16M 0.06% 127
2025
Q3 		$6.64M Sell
30,768
-11,666
-27% -$2.63M 0.08% 107
2025
Q2 		$8.89M Sell
42,434
-107,895
-72% -$20.4M 0.12% 97
2025
Q1 		$25.6M Buy
150,329
+122,015
+431% +$21.1M 0.39% 49
2024
Q4 		$5.01M Buy
+28,314
New +$4.44M 0.07% 131
2024
Q3 		– Sell
-27,576
Closed -$5.02M – 371
2024
Q2 		$5.02M Sell
27,576
-12,342
-31% -$2.2M 0.08% 136
2024
Q1 		$7.7M Buy
39,918
+19,584
+96% +$4.02M 0.11% 93
2023
Q4 		$5.3M Sell
20,334
-4,935
-20% -$1.06M 0.09% 112
2023
Q3 		$4.84M Buy
+25,269
New +$5.53M 0.09% 103
2023
Q2 		– Sell
-13,634
Closed -$2.88M – 327
2023
Q1 		$2.88M Buy
13,634
+869
+7% +$181K 0.06% 128
2022
Q4 		$2.43M Buy
12,765
+105
+0.8% +$17.2K 0.05% 124
2022
Q3 		$1.55M Buy
12,660
+1,299
+11% +$199K 0.03% 168
2022
Q2 		$1.55M Buy
11,361
+1,813
+19% +$267K 0.03% 191
2022
Q1 		$1.84M Buy
9,548
+6,998
+274% +$1.4M 0.03% 203
2021
Q4 		$519K Buy
+2,550
New +$539K 0.01% 285
2020
Q3 		– Sell
-15,105
Closed -$2.73M – 333
2020
Q2 		$2.73M Sell
15,105
-38,262
-72% -$5.88M 0.12% 131
2020
Q1 		$7.77M Buy
+53,367
New +$14.6M 0.39% 78

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 $3.38T AUM 44.17% 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

Phoenix Financial's BA Position: Q2 2026 in Review

Phoenix Financial increased its Boeing (BA) stake by 19% in Q2 2026, buying an estimated $1.02M and bringing the position to 29,187 shares worth $6.32M. The position accounts for 0.04% of the portfolio, ranked #120.

Phoenix Financial first reported a position in BA in Q1 2020 and has held it in 19 quarters since. The position peaked at $25.6M in Q1 2025. 2,634 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Phoenix Financial held 29,187 shares of Boeing worth $6.32M as of Q2 2026.
  • Phoenix Financial bought 4,606 Boeing shares in Q2 2026, an estimated $1.02M.
  • Boeing made up 0.04% of Phoenix Financial's portfolio in Q2 2026, its #120 holding.
  • Phoenix Financial first reported a position in Boeing in Q1 2020 and has held it in 19 quarters since.
  • Phoenix Financial's Boeing position peaked at $25.6M in Q1 2025.
  • 2,634 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.