XML Financial
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XML Financial’s Boeing BA Stock Holding History

XML Financial’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
2021
Q4 		– Sell
-800
Closed -$176K – 320
2021
Q3 		$176K Buy
+800
New +$178K 0.02% 301
2021
Q2 		– Hold
0
– -$204K – 227
2021
Q1 		– Hold
0
– – – 200

Other funds holding BA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

XML Financial's BA Position: Q3 2026 in Review

XML Financial increased its Boeing (BA) stake by 6.7% in Q3 2026, buying an estimated $121K and bringing the position to 8,944 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #145.

XML Financial first reported a position in BA in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.19M in Q4 2023. 1,459 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • XML Financial held 8,944 shares of Boeing worth $1.66M as of Q3 2026.
  • XML Financial bought 564 Boeing shares in Q3 2026, an estimated $121K.
  • Boeing made up 0.12% of XML Financial's portfolio in Q3 2026, its #145 holding.
  • XML Financial first reported a position in Boeing in Q4 2019 and has held it in 28 quarters since.
  • XML Financial's Boeing position peaked at $2.19M in Q4 2023.
  • 1,459 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.