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Abacus Planning Group’s Boston Omaha BOC Stock Holding History

Abacus Planning Group’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-204,352
Closed -$2.67M – 270
2025
Q3 		$2.67M Hold
204,352
– – 0.37% 38
2025
Q2 		$2.87M Hold
204,352
– – 0.43% 33
2025
Q1 		$2.98M Hold
204,352
– – 0.52% 28
2024
Q4 		$2.9M Sell
204,352
-4,340
-2% -$64.5K 0.51% 29
2024
Q3 		$3.1M Hold
208,692
– – 0.55% 27
2024
Q2 		$2.81M Hold
208,692
– – 0.54% 27
2024
Q1 		$3.23M Hold
208,692
– – 0.63% 24
2023
Q4 		$3.28M Hold
208,692
– – 0.69% 22
2023
Q3 		$3.42M Hold
208,692
– – 0.83% 19
2023
Q2 		$3.93M Buy
208,692
+35,946
+21% +$730K 0.95% 17
2023
Q1 		$4.09M Hold
172,746
– – 1.05% 17
2022
Q4 		$4.58M Sell
172,746
-112,481
-39% -$2.95M 1.25% 16
2022
Q3 		$6.57M Hold
285,227
– – 1.98% 11
2022
Q2 		$5.89M Hold
285,227
– – 1.74% 12
2022
Q1 		$7.24M Hold
285,227
– – 1.95% 11
2021
Q4 		$8.2M Sell
285,227
-3,548
-1% -$116K 2.19% 9
2021
Q3 		$11.2M Sell
288,775
-221,452
-43% -$7.31M 3.57% 8
2021
Q2 		$16.2M Sell
510,227
-37,328
-7% -$1.08M 4.94% 6
2021
Q1 		$16.2M Sell
547,555
-837,721
-60% -$30.3M 5.18% 5
2020
Q4 		$38.3M Sell
1,385,276
-133,024
-9% -$2.71M 11.82% 1
2020
Q3 		$24.3M Sell
1,518,300
-57,624
-4% -$927K 8.86% 1
2020
Q2 		$25.2M Sell
1,575,924
-117,733
-7% -$1.97M 10.27% 1
2020
Q1 		$30.7M Sell
1,693,657
-31,500
-2% -$604K 15.07% 1
2019
Q4 		$36.3M Sell
1,725,157
-123,505
-7% -$2.59M 16.67% 1
2019
Q3 		$36.7M Buy
1,848,662
+1,359,591
+278% +$29M 18.16% 1
2019
Q2 		$11.3M Buy
489,071
+171,207
+54% +$4.23M 6.8% 3
2019
Q1 		$7.93M Buy
317,864
+197,154
+163% +$4.93M 4.96% 4
2018
Q4 		$2.83M Buy
+120,710
New +$3.14M 2.14% 8

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abacus Planning Group's BOC Position: Q4 2025 in Review

Abacus Planning Group sold out of Boston Omaha (BOC) in Q4 2025, closing a stake of 204,352 shares — an estimated $2.67M sold.

Abacus Planning Group first reported a position in BOC in Q4 2018 and held it in 28 quarters. The position peaked at $38.3M in Q4 2020. 120 funds tracked by Wall St. Rank hold BOC as of Q4 2025.

  • Abacus Planning Group reported no remaining Boston Omaha position as of Q4 2025 after selling out during the quarter.
  • Abacus Planning Group sold 204,352 Boston Omaha shares in Q4 2025, an estimated $2.67M.
  • Abacus Planning Group first reported a position in Boston Omaha in Q4 2018 and held it in 28 quarters.
  • Abacus Planning Group's Boston Omaha position peaked at $38.3M in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2025.

Based on Abacus Planning Group's 13F filing for Q4 2025, filed 16 Jan 2026.