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Provenance Wealth Advisors’s Boeing BA Stock Holding History

Provenance 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 		$87K Buy
+402
New +$89.4K 0.01% 193
2025
Q1 		– Sell
-160
Closed -$28.3K – 542
2024
Q4 		$28.3K Sell
160
-43
-21% -$6.75K ﹤0.01% 258
2024
Q3 		$30.9K Buy
203
+160
+372% +$27.4K ﹤0.01% 263
2024
Q2 		$7.83K Buy
+43
New +$7.66K ﹤0.01% 303

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

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

Provenance Wealth Advisors opened a new position in Boeing (BA) in Q2 2026: 402 shares worth $87K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in BA as recently as Q4 2024.

Provenance Wealth Advisors first reported a position in BA in Q2 2024 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Provenance Wealth Advisors held 402 shares of Boeing worth $87K as of Q2 2026.
  • Boeing was a new Provenance Wealth Advisors position in Q2 2026.
  • Boeing made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Provenance Wealth Advisors first reported a position in Boeing in Q2 2024 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.