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Sunrise Financial Services’s Boeing BA Stock Holding History

Sunrise Financial Services’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 		$90.1K Sell
416
-14
-3% -$3.12K 0.05% 90
2026
Q1 		$85.6K Buy
430
+21
+5% +$4.78K 0.06% 88
2025
Q4 		$88.8K Buy
+409
New +$84.1K 0.07% 79

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

Sunrise Financial Services's BA Position: Q2 2026 in Review

Sunrise Financial Services reduced its Boeing (BA) stake by 3.3% in Q2 2026, selling an estimated $3.12K and leaving 416 shares worth $90.1K. The position accounts for 0.05% of the portfolio, ranked #90.

Sunrise Financial Services first reported a position in BA in Q4 2025 and has held it in 3 quarters since. 2,618 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Sunrise Financial Services held 416 shares of Boeing worth $90.1K as of Q2 2026.
  • Sunrise Financial Services sold 14 Boeing shares in Q2 2026, an estimated $3.12K.
  • Boeing made up 0.05% of Sunrise Financial Services's portfolio in Q2 2026, its #90 holding.
  • Sunrise Financial Services first reported a position in Boeing in Q4 2025 and has held it in 3 quarters since.
  • 2,618 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.