SYM Financial Corp
BA icon

SYM Financial Corp’s Boeing BA Stock Holding History

SYM Financial Corp’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
Q3 		– Sell
-1,441
Closed -$312K – 529
2026
Q2 		$312K Buy
+1,441
New +$321K 0.03% 250
2018
Q1 		– Sell
-1,884
Closed -$556K – 59
2017
Q4 		$556K Buy
+1,884
New +$510K 0.25% 14

Other funds holding BA

Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SYM Financial Corp's BA Position: Q3 2026 in Review

SYM Financial Corp sold out of Boeing (BA) in Q3 2026, closing a stake of 1,441 shares — an estimated $312K sold.

SYM Financial Corp first reported a position in BA in Q4 2017 and held it in 2 quarters. The position peaked at $556K in Q4 2017. 1,318 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • SYM Financial Corp reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • SYM Financial Corp sold 1,441 Boeing shares in Q3 2026, an estimated $312K.
  • SYM Financial Corp first reported a position in Boeing in Q4 2017 and held it in 2 quarters.
  • SYM Financial Corp's Boeing position peaked at $556K in Q4 2017.
  • 1,318 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.