River Wealth Advisors
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River Wealth Advisors’s Boeing BA Stock Holding History

River 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
Q3 		$623K Sell
3,350
-425
-11% -$91.1K 0.07% 130
2026
Q2 		$817K Hold
3,775
– – 0.09% 126
2026
Q1 		$751K Sell
3,775
-36
-0.9% -$8.2K 0.09% 126
2025
Q4 		$828K Buy
+3,811
New +$784K 0.09% 119
2022
Q3 		– Sell
-2,958
Closed -$404K – 199
2022
Q2 		$404K Buy
2,958
+1,811
+158% +$267K 0.07% 164
2022
Q1 		$220K Sell
1,147
-1
-0.1% -$201 0.04% 215
2021
Q4 		$231K Buy
1,148
+76
+7% +$16.1K 0.04% 212
2021
Q3 		$236K Buy
1,072
+111
+12% +$24.8K 0.04% 201
2021
Q2 		$230K Buy
961
+20
+2% +$4.84K 0.04% 199
2021
Q1 		$240K Sell
941
-2,004
-68% -$445K 0.05% 197
2020
Q4 		$630K Buy
2,945
+44
+2% +$8.46K 0.14% 127
2020
Q3 		$479K Buy
2,901
+10
+0.3% +$1.7K 0.13% 134
2020
Q2 		$530K Buy
2,891
+90
+3% +$13.8K 0.16% 118
2020
Q1 		$418K Sell
2,801
-78
-3% -$21.4K 0.17% 114
2019
Q4 		$938K Buy
2,879
+2,003
+229% +$709K 0.32% 84
2019
Q3 		$333K Sell
876
-700
-44% -$250K 0.13% 134
2019
Q2 		$574K Sell
1,576
-400
-20% -$146K 0.22% 101
2019
Q1 		$754K Buy
1,976
+837
+73% +$322K 0.32% 86
2018
Q4 		$367K Sell
1,139
-343
-23% -$118K 0.16% 118
2018
Q3 		$551K Sell
1,482
-210
-12% -$73.8K 0.2% 113
2018
Q2 		$568K Sell
1,692
-187
-10% -$64.3K 0.22% 105
2018
Q1 		$616K Sell
1,879
-10
-0.5% -$3.38K 0.26% 105
2017
Q4 		$557K Buy
1,889
+240
+15% +$65K 0.23% 110
2017
Q3 		$419K Buy
1,649
+56
+4% +$13.1K 0.19% 120
2017
Q2 		$315K Buy
1,593
+130
+9% +$24.2K 0.15% 133
2017
Q1 		$259K Buy
+1,463
New +$249K 0.13% 139
2016
Q4 		– Sell
-1,663
Closed -$219K – 152
2016
Q3 		$219K Sell
1,663
-246
-13% -$32.4K 0.12% 141
2016
Q2 		$248K Buy
+1,909
New +$249K 0.14% 138

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Wealth Advisors's BA Position: Q3 2026 in Review

River Wealth Advisors reduced its Boeing (BA) stake by 11% in Q3 2026, selling an estimated $91.1K and leaving 3,350 shares worth $623K. The position accounts for 0.07% of the portfolio, ranked #130.

River Wealth Advisors first reported a position in BA in Q2 2016 and has held it in 28 quarters since. The position peaked at $938K in Q4 2019. 1,573 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • River Wealth Advisors held 3,350 shares of Boeing worth $623K as of Q3 2026.
  • River Wealth Advisors sold 425 Boeing shares in Q3 2026, an estimated $91.1K.
  • Boeing made up 0.07% of River Wealth Advisors's portfolio in Q3 2026, its #130 holding.
  • River Wealth Advisors first reported a position in Boeing in Q2 2016 and has held it in 28 quarters since.
  • River Wealth Advisors's Boeing position peaked at $938K in Q4 2019.
  • 1,573 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on River Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.