Riverbend Wealth Management
BA icon

Riverbend Wealth Management’s Boeing BA Stock Holding History

Riverbend Wealth Management’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 		$690K Buy
3,710
+306
+9% +$65.6K 0.31% 86
2026
Q2 		$737K Buy
3,404
+871
+34% +$194K 0.37% 77
2026
Q1 		$504K Buy
+2,533
New +$577K 0.29% 91

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

Riverbend Wealth Management's BA Position: Q3 2026 in Review

Riverbend Wealth Management increased its Boeing (BA) stake by 9% in Q3 2026, buying an estimated $65.6K and bringing the position to 3,710 shares worth $690K. The position accounts for 0.31% of the portfolio, ranked #86.

Riverbend Wealth Management first reported a position in BA in Q1 2026 and has held it in 3 quarters since. The position peaked at $737K in Q2 2026. 1,475 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Riverbend Wealth Management held 3,710 shares of Boeing worth $690K as of Q3 2026.
  • Riverbend Wealth Management bought 306 Boeing shares in Q3 2026, an estimated $65.6K.
  • Boeing made up 0.31% of Riverbend Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Riverbend Wealth Management first reported a position in Boeing in Q1 2026 and has held it in 3 quarters since.
  • Riverbend Wealth Management's Boeing position peaked at $737K in Q2 2026.
  • 1,475 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.