Position in BA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$350,897
+$44,988 QoQ
Shares Held
1,621
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,806
of 2,613 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $3,500,543 across 7 Aerospace & Defense names. BA ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
3,183 | $1,189,582 | |
| 2 | RTX |
RTX Corp
|
5,890 | $1,117,509 | |
| 3 | BA |
Boeing Co
This page
|
1,621 | $350,897 | |
| 4 | RKLB |
Rocket Lab Corp
|
3,095 | $314,606 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
1,073 | $288,486 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
415 | $211,363 | |
| 7 | SIDU |
Sidus Space Inc.
|
10,000 | $28,100 |
All Filings in BA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,897 | 1,621 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $305,909 | 1,537 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $308,744 | 1,422 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||