Symphony Financial Services
BA icon

Symphony Financial Services’s Boeing BA Stock Holding History

Symphony 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
Q3 		– Sell
-943
Closed -$204K – 110
2026
Q2 		$204K Buy
+943
New +$210K 0.09% 103
2026
Q1 		– Sell
-1,030
Closed -$224K – 101
2025
Q4 		$224K Buy
+1,030
New +$212K 0.11% 91

Other funds holding BA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Symphony Financial Services's BA Position: Q3 2026 in Review

Symphony Financial Services sold out of Boeing (BA) in Q3 2026, closing a stake of 943 shares — an estimated $204K sold.

Symphony Financial Services first reported a position in BA in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Symphony Financial Services reported no remaining Boeing position as of Q3 2026 after selling out during the quarter.
  • Symphony Financial Services sold 943 Boeing shares in Q3 2026, an estimated $204K.
  • Symphony Financial Services first reported a position in Boeing in Q4 2025 and held it in 2 quarters.
  • Symphony Financial Services's Boeing position peaked at $224K in Q4 2025.
  • 2,155 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.