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Riversedge Advisors’s Boeing BA Stock Holding History

Riversedge 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 		$279K Sell
1,498
-430
-22% -$92.2K 0.03% 273
2026
Q2 		$417K Buy
+1,928
New +$429K 0.06% 148

Other funds holding BA

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
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
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 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

Riversedge Advisors's BA Position: Q3 2026 in Review

Riversedge Advisors reduced its Boeing (BA) stake by 22% in Q3 2026, selling an estimated $92.2K and leaving 1,498 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #273.

Riversedge Advisors first reported a position in BA in Q2 2026 and has held it in 2 quarters since. The position peaked at $417K in Q2 2026. 123 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Riversedge Advisors held 1,498 shares of Boeing worth $279K as of Q3 2026.
  • Riversedge Advisors sold 430 Boeing shares in Q3 2026, an estimated $92.2K.
  • Boeing made up 0.03% of Riversedge Advisors's portfolio in Q3 2026, its #273 holding.
  • Riversedge Advisors first reported a position in Boeing in Q2 2026 and has held it in 2 quarters since.
  • Riversedge Advisors's Boeing position peaked at $417K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.