Position in BA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$90,484
+$2,513 QoQ
Shares Held
418
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,348
of 2,606 holders
Holding Since
Sep 2025
4 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $779,396 across 12 Aerospace & Defense names. BA ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOC |
Northrop Grumman Corp /De/
|
502 | $255,673 | |
| 2 | LMT |
Lockheed Martin Corp
|
313 | $159,460 | |
| 3 | RTX |
RTX Corp
|
682 | $129,395 | |
| 4 | BA |
Boeing Co
This page
|
418 | $90,484 | |
| 5 | GE |
General Electric Co
|
189 | $70,634 | |
| 6 | LHX |
L3harris Technologies, Inc. /De/
|
85 | $24,700 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
100 | $22,108 | |
| 8 | CW |
Curtiss Wright Corp
|
16 | $12,124 |
All Filings in BA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,484 | 418 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $87,971 | 442 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $68,827 | 317 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $23,093 | 107 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||