Trifecta Capital Advisors’s Boeing BA Stock Holding History

Trifecta Capital Advisors’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 Q1	$64.7K	Hold	325	–	–	0.01%	173
2025 Q4	$70.6K	Sell	325 -19	-6%	-$3.91K	0.01%	154
2025 Q3	$74.2K	Hold	344	–	–	0.01%	158
2025 Q2	$72.1K	Sell	344 -9	-3%	-$1.7K	0.01%	158
2025 Q1	$60.2K	Hold	353	–	–	0.01%	133
2024 Q4	$62.5K	Sell	353 -191	-35%	-$30K	0.01%	126
2024 Q3	$82.7K	Hold	544	–	–	0.02%	117
2024 Q2	$99K	Sell	544 -3	-0.5%	-$535	0.02%	106
2024 Q1	$106K	Hold	547	–	–	0.03%	109
2023 Q4	$143K	Buy	547 +3	+0.6%	+$642	0.04%	91
2023 Q3	$104K	Hold	544	–	–	0.03%	101
2023 Q2	$115K	Hold	544	–	–	0.04%	100
2023 Q1	$116K	Buy	544 +200	+58%	+$41.6K	0.04%	102
2022 Q4	$65.5K	Buy	+344	New	+$56.3K	0.03%	117

Other funds holding BA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return