Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$207,377
+$137,120 QoQ
Shares Held
958
+171.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,233
of 2,613 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Community Financial Services Group, LLC holds $5,940,524 across 14 Aerospace & Defense names. BA ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDG |
TransDigm Group INC
|
2,226 | $2,965,120 | |
| 2 | GE |
General Electric Co
|
3,302 | $1,234,055 | |
| 3 | RTX |
RTX Corp
|
3,790 | $719,076 | |
| 4 | RKLB |
Rocket Lab Corp
|
2,675 | $271,913 | |
| 5 | BA |
Boeing Co
This page
|
958 | $207,377 | |
| 6 | LMT |
Lockheed Martin Corp
|
324 | $165,065 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
293 | $164,258 | |
| 8 | GD |
General Dynamics Corp
|
388 | $137,444 |
All Filings in BA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,377 | 958 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $70,257 | 353 | Shares | Defined | 2026-04-08 | |
| 2021-12-31 | $3,279,502 | 16,290 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $3,588,320 | 16,315 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,921,357 | 16,369 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $4,195,237 | 16,470 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,578,654 | 16,718 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,782,151 | 16,835 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,837,102 | 26,389 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,546,980 | 30,488 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||