Position in BA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,318,109
+$1,425,753 QoQ
Shares Held
29,187
+18.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#509
of 2,623 holders
Holding Since
Mar 2020
19 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, 2026Phoenix Financial Ltd. holds $383,398,739 across 25 Aerospace & Defense names. BA ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESLT |
Elbit Systems Ltd
|
390,426 | $296,224,014 | |
| 2 | FLY |
Firefly Aerospace Inc.
|
1,812,863 | $53,298,171 | |
| 3 | TATT |
Tat Technologies Ltd
|
318,842 | $15,377,749 | |
| 4 | BA |
Boeing Co
This page
|
29,187 | $6,318,109 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
21,823 | $3,728,676 | |
| 6 | GE |
General Electric Co
|
3,511 | $1,312,165 | |
| 7 | RTX |
RTX Corp
|
4,740 | $899,320 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
1,659 | $844,945 |
All Filings in BA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,318,109 | 29,187 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,892,356 | 24,581 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,453,402 | 25,117 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,640,657 | 30,768 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,891,195 | 42,434 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $25,638,610 | 150,329 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,011,578 | 28,314 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $5,019,107 | 27,576 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $7,703,774 | 39,918 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,300,260 | 20,334 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,843,561 | 25,269 | Shares | Defined | 2023-12-04 | |
| 2023-03-31 | $2,896,270 | 13,634 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,431,604 | 12,765 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,532,872 | 12,660 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,553,275 | 11,361 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,828,442 | 9,548 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $513,366 | 2,550 | Shares | Defined | 2022-02-07 | |
| 2020-06-30 | $2,768,746 | 15,105 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $7,959,153 | 53,367 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||