PlanVest Financial’s Boeing BA Stock Holding History

PlanVest 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	$64.9K	Hold	300	–	–	0.04%	194
2026 Q1	$59.7K	Buy	+300	New	+$68.3K	0.05%	189

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PlanVest Financial's BA Position: Q2 2026 in Review

PlanVest Financial held its Boeing (BA) position steady in Q2 2026 at 300 shares worth $64.9K. The position accounts for 0.04% of the portfolio, ranked #194.

PlanVest Financial first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 2,556 funds tracked by Wall St. Rank hold BA as of Q2 2026.

PlanVest Financial held 300 shares of Boeing worth $64.9K as of Q2 2026.
PlanVest Financial left its Boeing share count unchanged in Q2 2026.
Boeing made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #194 holding.
PlanVest Financial first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
2,556 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.