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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
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 $6.73T 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

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

Symphony Financial Services opened a new position in Boeing (BA) in Q2 2026: 943 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Symphony Financial Services previously reported a position in BA as recently as Q4 2025.

Symphony Financial Services first reported a position in BA in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 2,628 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Symphony Financial Services held 943 shares of Boeing worth $204K as of Q2 2026.
  • Boeing was a new Symphony Financial Services position in Q2 2026.
  • Boeing made up 0.09% of Symphony Financial Services's portfolio in Q2 2026, its #103 holding.
  • Symphony Financial Services first reported a position in Boeing in Q4 2025 and has held it in 2 quarters since.
  • Symphony Financial Services's Boeing position peaked at $224K in Q4 2025.
  • 2,628 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.