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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
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

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

SYM Financial Corp's BA Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Boeing (BA) in Q2 2026: 1,441 shares worth $312K. The stake represents 0.03% of the portfolio and ranks #250 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in BA as recently as Q4 2017.

SYM Financial Corp first reported a position in BA in Q4 2017 and has held it in 2 quarters since. The position peaked at $556K in Q4 2017. 2,626 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • SYM Financial Corp held 1,441 shares of Boeing worth $312K as of Q2 2026.
  • Boeing was a new SYM Financial Corp position in Q2 2026.
  • Boeing made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #250 holding.
  • SYM Financial Corp first reported a position in Boeing in Q4 2017 and has held it in 2 quarters since.
  • SYM Financial Corp's Boeing position peaked at $556K in Q4 2017.
  • 2,626 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.