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Richardson Financial Services’s Boeing BA Stock Holding History

Richardson 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
Q1 		$88K Buy
442
+125
+39% +$28.5K 0.06% 236
2025
Q4 		$68.8K Buy
317
+210
+196% +$43.2K 0.02% 263
2025
Q3 		$23.1K Buy
+107
New +$24.1K 0.01% 359

Other funds holding BA

BlackRock
BlackRock New York $5.72T 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

Richardson Financial Services's BA Position: Q1 2026 in Review

Richardson Financial Services increased its Boeing (BA) stake by 39% in Q1 2026, buying an estimated $28.5K and bringing the position to 442 shares worth $88K. The position accounts for 0.06% of the portfolio, ranked #236.

Richardson Financial Services first reported a position in BA in Q3 2025 and has held it in 3 quarters since. 2,506 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Richardson Financial Services held 442 shares of Boeing worth $88K as of Q1 2026.
  • Richardson Financial Services bought 125 Boeing shares in Q1 2026, an estimated $28.5K.
  • Boeing made up 0.06% of Richardson Financial Services's portfolio in Q1 2026, its #236 holding.
  • Richardson Financial Services first reported a position in Boeing in Q3 2025 and has held it in 3 quarters since.
  • 2,506 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.