Patriot Financial Group Insurance Agency, LLC
InsurancePosition in BA — Boeing Co
CIK 1694883
Westborough, MA
Position in BA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$852,675
-$1,384,422 QoQ
Shares Held
3,939
-65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,245
of 2,613 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Derivatives in BA
reported options exposure · as of Dec 31, 2024CallValue
$177,000
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Patriot Financial Group Insurance Agency, LLC holds $19,309,308 across 8 Aerospace & Defense names. BA ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
13,950 | $5,213,533 | |
| 2 | RTX |
RTX Corp
|
26,419 | $5,012,476 | |
| 3 | GD |
General Dynamics Corp
|
9,110 | $3,227,126 | |
| 4 | HWM |
Howmet Aerospace Inc.
|
11,922 | $3,205,348 | |
| 5 | HII |
Huntington Ingalls Industries, Inc.
|
3,749 | $1,049,307 | |
| 6 | BA |
Boeing Co
This page
|
3,939 | $852,675 | |
| 7 | LMT |
Lockheed Martin Corp
|
997 | $507,931 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
1,410 | $240,912 |
All Filings in BA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,675 | 3,939 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,237,097 | 11,240 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,197,199 | 5,514 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,141,956 | 5,291 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,328,001 | 6,338 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,730,741 | 10,148 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $177,000 | 1,000 | Call | Sole | 2025-01-22 | |
| 2024-12-31 | $1,764,513 | 9,969 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $907,830 | 5,971 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $400,422 | 2,200 | Call | Sole | 2024-07-26 | |
| 2024-06-30 | $1,105,528 | 6,074 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $638,217 | 3,307 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $738,710 | 2,834 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $652,287 | 3,403 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $705,274 | 3,340 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $613,072 | 2,886 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $545,372 | 2,863 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $424,385 | 3,505 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $544,419 | 3,982 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $758,148 | 3,959 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $850,375 | 4,224 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $920,668 | 4,186 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $1,001,600 | 4,181 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,037,219 | 4,072 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $938,010 | 4,382 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $686,985 | 4,157 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $893,220 | 4,873 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $575,083 | 3,856 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||