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Prospect Financial Services’s Boeing BA Stock Holding History

Prospect Financial Services’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 		$8.97M Sell
41,428
-1,138
-3% -$253K 4.54% 6
2026
Q1 		$8.47M Sell
42,566
-211
-0.5% -$48K 5.17% 4
2025
Q4 		$9.29M Sell
42,777
-37
-0.1% -$7.61K 5.33% 4
2025
Q3 		$9.24M Buy
42,814
+365
+0.9% +$82.3K 5.31% 4
2025
Q2 		$8.89M Sell
42,449
-3,885
-8% -$734K 5.54% 3
2025
Q1 		$7.9M Sell
46,334
-483
-1% -$83.6K 4.38% 4
2024
Q4 		$8.29M Buy
46,817
+13,432
+40% +$2.11M 4.52% 4
2024
Q3 		$5.08M Buy
33,385
+5,467
+20% +$937K 3.15% 8
2024
Q2 		$5.08M Buy
27,918
+11,560
+71% +$2.06M 3.91% 5
2024
Q1 		$3.16M Buy
16,358
+12,300
+303% +$2.53M 2.61% 13
2023
Q4 		$1.06M Buy
+4,058
New +$868K 1.07% 23

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

Prospect Financial Services's BA Position: Q2 2026 in Review

Prospect Financial Services reduced its Boeing (BA) stake by 2.7% in Q2 2026, selling an estimated $253K and leaving 41,428 shares worth $8.97M. The position accounts for 4.54% of the portfolio, ranked #6.

Prospect Financial Services first reported a position in BA in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.29M in Q4 2025. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Prospect Financial Services held 41,428 shares of Boeing worth $8.97M as of Q2 2026.
  • Prospect Financial Services sold 1,138 Boeing shares in Q2 2026, an estimated $253K.
  • Boeing made up 4.54% of Prospect Financial Services's portfolio in Q2 2026, its #6 holding.
  • Prospect Financial Services first reported a position in Boeing in Q4 2023 and has held it in 11 quarters since.
  • Prospect Financial Services's Boeing position peaked at $9.29M in Q4 2025.
  • 2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.