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Wellspring Financial Advisors’s Boeing BA Stock Holding History

Wellspring Financial 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
Q2 		$3.23M Buy
14,938
+78
+0.5% +$17.4K 0.21% 47
2026
Q1 		$2.96M Buy
+14,860
New +$3.38M 0.22% 44

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wellspring Financial Advisors's BA Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Boeing (BA) stake by 0.52% in Q2 2026, buying an estimated $17.4K and bringing the position to 14,938 shares worth $3.23M. The position accounts for 0.21% of the portfolio, ranked #47.

Wellspring Financial Advisors first reported a position in BA in Q1 2026 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold BA as of Q2 2026.

  • Wellspring Financial Advisors held 14,938 shares of Boeing worth $3.23M as of Q2 2026.
  • Wellspring Financial Advisors bought 78 Boeing shares in Q2 2026, an estimated $17.4K.
  • Boeing made up 0.21% of Wellspring Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Wellspring Financial Advisors first reported a position in Boeing in Q1 2026 and has held it in 2 quarters since.
  • 849 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.