Security National Bank’s Boeing BA Stock Holding History

Security National Bank’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	$11.7K	Sell	54 -2	-4%	-$445	﹤0.01%	320
2026 Q1	$11.1K	Buy	56 +41	+273%	+$9.34K	﹤0.01%	325
2025 Q4	$3.26K	Buy	+15	New	+$3.08K	﹤0.01%	342
2024 Q4	–	Sell	-100	Closed	-$15.2K	–	322
2024 Q3	$15.2K	Buy	+100	New	+$17.1K	﹤0.01%	244
2022 Q1	–	Sell	-1,352	Closed	-$272K	–	108
2021 Q4	$272K	Buy	+1,352	New	+$286K	0.06%	91
2021 Q3	–	Sell	-950	Closed	-$228K	–	102
2021 Q2	$228K	Hold	950	–	–	0.06%	92
2021 Q1	$242K	Buy	+950	New	+$211K	0.07%	84
2020 Q1	–	Sell	-12,378	Closed	-$4.03M	–	68
2019 Q4	$4.03M	Buy	12,378 +269	+2%	+$95.2K	1.8%	25
2019 Q3	$4.61M	Buy	12,109 +617	+5%	+$221K	2.17%	18
2019 Q2	$4.18M	Buy	11,492 +437	+4%	+$159K	2.07%	18
2019 Q1	$4.22M	Buy	11,055 +4,520	+69%	+$1.74M	2.19%	17
2018 Q4	$2.11M	Buy	6,535 +224	+4%	+$77.4K	1.31%	33
2018 Q3	$2.35M	Buy	6,311 +4,736	+301%	+$1.66M	1.3%	31
2018 Q2	$528K	Hold	1,575	–	–	0.34%	49
2018 Q1	$516K	Sell	1,575 -25	-2%	-$8.45K	0.35%	50
2017 Q4	$472K	Hold	1,600	–	–	0.31%	49
2017 Q3	$407K	Hold	1,600	–	–	0.28%	52
2017 Q2	$317K	Hold	1,600	–	–	0.23%	54
2017 Q1	$283K	Buy	+1,600	New	+$273K	0.21%	55

Other funds holding BA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Security National Bank's BA Position: Q2 2026 in Review

Security National Bank reduced its Boeing (BA) stake by 3.6% in Q2 2026, selling an estimated $445 and leaving 54 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Security National Bank first reported a position in BA in Q1 2017 and has held it in 19 quarters since. The position peaked at $4.61M in Q3 2019. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Security National Bank held 54 shares of Boeing worth $11.7K as of Q2 2026.
Security National Bank sold 2 Boeing shares in Q2 2026, an estimated $445.
Boeing made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #320 holding.
Security National Bank first reported a position in Boeing in Q1 2017 and has held it in 19 quarters since.
Security National Bank's Boeing position peaked at $4.61M in Q3 2019.
2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.