Position in BA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$225,994
-$36,327 QoQ
Shares Held
1,044
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,155
of 2,613 holders
Holding Since
Dec 2021
19 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 Mar 31, 2022CallValue
$95,750
CallShares
500
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, 2026Key Client Fiduciary Advisors, LLC holds $3,260,819 across 6 Aerospace & Defense names. BA ranks #6 (6.9% of the industry book) .
All Filings in BA
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,994 | 1,044 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $262,321 | 1,318 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $288,335 | 1,328 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $296,982 | 1,376 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $288,313 | 1,376 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $254,290 | 1,491 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $263,907 | 1,491 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $254,058 | 1,671 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $316,515 | 1,739 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $354,908 | 1,839 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $364,663 | 1,399 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $270,268 | 1,410 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $301,536 | 1,428 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $399,368 | 1,880 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $399,076 | 2,095 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $245,671 | 2,029 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $270,842 | 1,981 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $95,750 | 500 | Call | Sole | 2022-04-18 | |
| 2022-03-31 | $426,279 | 2,226 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $392,775 | 1,951 | Shares | Sole | 2022-03-01 | |
| 2021-12-31 | $100,660 | 500 | Call | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||