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Spectrum Financial Alliance’s Boeing BA Stock Holding History

Spectrum Financial Alliance’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
2025
Q4 		– Sell
-100
Closed -$46.6K – 30
2025
Q3 		$46.6K Buy
+100
New +$22.5K 0.01% 25

Other funds holding BA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spectrum Financial Alliance's BA Position: Q1 2026 in Review

Spectrum Financial Alliance increased its Boeing (BA) stake by 5.2% in Q1 2026, buying an estimated $3.85M and bringing the position to 339,466 shares worth $67.6M. The position accounts for 12.99% of the portfolio, ranked #2.

Spectrum Financial Alliance first reported a position in BA in Q1 2018 and has held it in 31 quarters since. The position peaked at $70M in Q4 2025. 2,505 funds tracked by Wall St. Rank hold BA as of Q1 2026.

  • Spectrum Financial Alliance held 339,466 shares of Boeing worth $67.6M as of Q1 2026.
  • Spectrum Financial Alliance bought 16,886 Boeing shares in Q1 2026, an estimated $3.85M.
  • Boeing made up 12.99% of Spectrum Financial Alliance's portfolio in Q1 2026, its #2 holding.
  • Spectrum Financial Alliance first reported a position in Boeing in Q1 2018 and has held it in 31 quarters since.
  • Spectrum Financial Alliance's Boeing position peaked at $70M in Q4 2025.
  • 2,505 funds tracked by Wall St. Rank held Boeing as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.