SageGuard Financial Group’s Boeing BA Stock Holding History

SageGuard Financial Group’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	$359K	Sell	1,659 -6	-0.4%	-$1.33K	0.05%	162
2026 Q1	$331K	Sell	1,665 -389	-19%	-$88.6K	0.05%	151
2025 Q4	$446K	Buy	+2,054	New	+$422K	0.07%	123
2021 Q3	–	Sell	-9,064	Closed	-$2.17M	–	27
2021 Q2	$2.17M	Buy	9,064 +2,290	+34%	+$554K	0.99%	25
2021 Q1	$1.74M	Sell	6,774 -242	-3%	-$53.8K	0.81%	33
2020 Q4	$1.49M	Buy	+7,016	New	+$1.35M	0.72%	38

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SageGuard Financial Group's BA Position: Q2 2026 in Review

SageGuard Financial Group reduced its Boeing (BA) stake by 0.36% in Q2 2026, selling an estimated $1.33K and leaving 1,659 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #162.

SageGuard Financial Group first reported a position in BA in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.17M in Q2 2021. 1,685 funds tracked by Wall St. Rank hold BA as of Q2 2026.

SageGuard Financial Group held 1,659 shares of Boeing worth $359K as of Q2 2026.
SageGuard Financial Group sold 6 Boeing shares in Q2 2026, an estimated $1.33K.
Boeing made up 0.05% of SageGuard Financial Group's portfolio in Q2 2026, its #162 holding.
SageGuard Financial Group first reported a position in Boeing in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Boeing position peaked at $2.17M in Q2 2021.
1,685 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.