Souders Financial Advisors’s Boeing BA Stock Holding History

Souders Financial 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 Q2	$438K	Buy	2,025 +346	+21%	+$77K	0.04%	155
2026 Q1	$334K	Sell	1,679 -625	-27%	-$142K	0.04%	176
2025 Q4	$500K	Sell	2,304 -937	-29%	-$193K	0.06%	134
2025 Q3	$700K	Sell	3,241 -36	-1%	-$8.12K	0.08%	112
2025 Q2	$687K	Buy	3,277 +210	+7%	+$39.7K	0.09%	112
2025 Q1	$523K	Sell	3,067 -578	-16%	-$100K	0.07%	128
2024 Q4	$645K	Sell	3,645 -1,944	-35%	-$305K	0.09%	117
2024 Q3	$850K	Buy	+5,589	New	+$958K	0.12%	108
2022 Q2	–	Sell	-1,094	Closed	-$209K	–	137
2022 Q1	$209K	Buy	1,094 +52	+5%	+$10.4K	0.06%	137
2021 Q4	$210K	Sell	1,042 -22	-2%	-$4.65K	0.06%	130
2021 Q3	$234K	Buy	1,064 +92	+9%	+$20.5K	0.08%	125
2021 Q2	$233K	Hold	972	–	–	0.08%	126
2021 Q1	$248K	Buy	+972	New	+$216K	0.1%	112
2020 Q2	–	Sell	-5,101	Closed	-$761K	–	99
2020 Q1	$761K	Buy	+5,101	New	+$1.4M	0.67%	41

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

Souders Financial Advisors's BA Position: Q2 2026 in Review

Souders Financial Advisors increased its Boeing (BA) stake by 21% in Q2 2026, buying an estimated $77K and bringing the position to 2,025 shares worth $438K. The position accounts for 0.04% of the portfolio, ranked #155.

Souders Financial Advisors first reported a position in BA in Q1 2020 and has held it in 14 quarters since. The position peaked at $850K in Q3 2024. 2,627 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Souders Financial Advisors held 2,025 shares of Boeing worth $438K as of Q2 2026.
Souders Financial Advisors bought 346 Boeing shares in Q2 2026, an estimated $77K.
Boeing made up 0.04% of Souders Financial Advisors's portfolio in Q2 2026, its #155 holding.
Souders Financial Advisors first reported a position in Boeing in Q1 2020 and has held it in 14 quarters since.
Souders Financial Advisors's Boeing position peaked at $850K in Q3 2024.
2,627 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.