SFG
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Sather Financial Group’s Boeing BA Stock Holding History

Sather 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 		$74.6M Buy
344,659
+90,994
+36% +$20.2M 4.28% 8
2026
Q1 		$50.5M Buy
253,665
+10,235
+4% +$2.33M 3.1% 11
2025
Q4 		$52.9M Buy
243,430
+7,326
+3% +$1.51M 2.84% 14
2025
Q3 		$51M Buy
236,104
+11,030
+5% +$2.49M 2.77% 17
2025
Q2 		$47.2M Buy
225,074
+37,354
+20% +$7.06M 2.77% 19
2025
Q1 		$32M Buy
187,720
+35,544
+23% +$6.15M 2.09% 22
2024
Q4 		$26.9M Buy
+152,176
New +$23.9M 1.69% 22
2024
Q1 		– Sell
-898
Closed -$234K – 99
2023
Q4 		$234K Buy
+898
New +$192K 0.02% 84

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

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

Sather Financial Group increased its Boeing (BA) stake by 36% in Q2 2026, buying an estimated $20.2M and bringing the position to 344,659 shares worth $74.6M. The position accounts for 4.28% of the portfolio, ranked #8.

Sather Financial Group first reported a position in BA in Q4 2023 and has held it in 8 quarters since. 2,617 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sather Financial Group held 344,659 shares of Boeing worth $74.6M as of Q2 2026.
  • Sather Financial Group bought 90,994 Boeing shares in Q2 2026, an estimated $20.2M.
  • Boeing made up 4.28% of Sather Financial Group's portfolio in Q2 2026, its #8 holding.
  • Sather Financial Group first reported a position in Boeing in Q4 2023 and has held it in 8 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sather Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.