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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
Q2 		$90.5K Sell
418
-24
-5% -$5.34K 0.05% 244
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 $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

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

Richardson Financial Services reduced its Boeing (BA) stake by 5.4% in Q2 2026, selling an estimated $5.34K and leaving 418 shares worth $90.5K. The position accounts for 0.05% of the portfolio, ranked #244.

Richardson Financial Services first reported a position in BA in Q3 2025 and has held it in 4 quarters since. 2,624 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Richardson Financial Services held 418 shares of Boeing worth $90.5K as of Q2 2026.
  • Richardson Financial Services sold 24 Boeing shares in Q2 2026, an estimated $5.34K.
  • Boeing made up 0.05% of Richardson Financial Services's portfolio in Q2 2026, its #244 holding.
  • Richardson Financial Services first reported a position in Boeing in Q3 2025 and has held it in 4 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

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