TFS
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Targeted Financial Services’s Boeing BA Stock Holding History

Targeted 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 		$353K Buy
1,631
+381
+30% +$84.8K 0.26% 46
2026
Q1 		$249K Hold
1,250
– – 0.2% 48
2025
Q4 		$271K Buy
+1,250
New +$257K 0.23% 48

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

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

Targeted Financial Services increased its Boeing (BA) stake by 30% in Q2 2026, buying an estimated $84.8K and bringing the position to 1,631 shares worth $353K. The position accounts for 0.26% of the portfolio, ranked #46.

Targeted 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.

  • Targeted Financial Services held 1,631 shares of Boeing worth $353K as of Q2 2026.
  • Targeted Financial Services bought 381 Boeing shares in Q2 2026, an estimated $84.8K.
  • Boeing made up 0.26% of Targeted Financial Services's portfolio in Q2 2026, its #46 holding.
  • Targeted 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 Targeted Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.