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Rhodes Investment Advisors’s Boeing BA Stock Holding History

Rhodes Investment 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
Q3 		– Sell
-1,147
Closed -$248K – 127
2026
Q2 		$248K Hold
1,147
– – 0.18% 104
2026
Q1 		$228K Sell
1,147
-100
-8% -$22.8K 0.2% 102
2025
Q4 		$271K Buy
+1,247
New +$256K 0.22% 89

Other funds holding BA

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Rhodes Investment Advisors's BA Position: Q3 2026 in Review

Rhodes Investment Advisors sold out of Boeing (BA) in Q3 2026, closing a stake of 1,147 shares — an estimated $248K sold.

Rhodes Investment Advisors first reported a position in BA in Q4 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 77 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Rhodes Investment Advisors reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Rhodes Investment Advisors sold 1,147 Boeing shares in Q3 2026, an estimated $248K.
  • Rhodes Investment Advisors first reported a position in Boeing in Q4 2025 and held it in 3 quarters.
  • Rhodes Investment Advisors's Boeing position peaked at $271K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.