PFG
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Pinnacle Financial Group’s Boeing BA Stock Holding History

Pinnacle Financial Group’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
Q1 		$277K Buy
1,390
+16
+1% +$3.64K 0.08% 96
2025
Q4 		$298K Sell
1,374
-32
-2% -$6.58K 0.09% 90
2025
Q3 		$303K Buy
1,406
+33
+2% +$7.44K 0.09% 86
2025
Q2 		$288K Buy
+1,373
New +$259K 0.1% 79
2024
Q3 		– Sell
-1,377
Closed -$251K – 81
2024
Q2 		$251K Hold
1,377
– – 0.11% 62
2024
Q1 		$266K Buy
1,377
+75
+6% +$15.4K 0.12% 58
2023
Q4 		$339K Hold
1,302
– – 0.17% 55
2023
Q3 		$250K Hold
1,302
– – 0.15% 53
2023
Q2 		$275K Sell
1,302
-333
-20% -$69.2K 0.16% 54
2023
Q1 		$347K Hold
1,635
– – 0.21% 51
2022
Q4 		$311K Buy
+1,635
New +$267K 0.22% 50
2022
Q3 		– Sell
-1,635
Closed -$224K – 60
2022
Q2 		$224K Sell
1,635
-200
-11% -$29.5K 0.19% 51
2022
Q1 		$351K Buy
1,835
+100
+6% +$20.1K 0.28% 45
2021
Q4 		$349K Buy
+1,735
New +$367K 0.27% 45

Other funds holding BA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return