Abound Wealth Management’s Boston Omaha BOC Stock Holding History

Abound Wealth Management’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
2026 Q2	$969	Hold	71	–	–	﹤0.01%	823
2026 Q1	$830	Hold	71	–	–	﹤0.01%	1001
2025 Q4	$879	Hold	71	–	–	﹤0.01%	913
2025 Q3	$929	Hold	71	–	–	﹤0.01%	878
2025 Q2	$997	Hold	71	–	–	﹤0.01%	801
2025 Q1	$1.04K	Hold	71	–	–	﹤0.01%	760
2024 Q4	$1.01K	Hold	71	–	–	﹤0.01%	732
2024 Q3	$1.06K	Hold	71	–	–	﹤0.01%	776
2024 Q2	$956	Hold	71	–	–	﹤0.01%	731
2024 Q1	$1.1K	Hold	71	–	–	﹤0.01%	767
2023 Q4	$1.12K	Hold	71	–	–	﹤0.01%	754
2023 Q3	$1.16K	Hold	71	–	–	﹤0.01%	701
2023 Q2	$1.34K	Hold	71	–	–	﹤0.01%	697
2023 Q1	$1.68K	Hold	71	–	–	﹤0.01%	604
2022 Q4	$1.88K	Hold	71	–	–	﹤0.01%	546
2022 Q3	$1.64K	Buy	+71	New	+$1.76K	﹤0.01%	521

Other funds holding BOC

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Abound Wealth Management's BOC Position: Q2 2026 in Review

Abound Wealth Management held its Boston Omaha (BOC) position steady in Q2 2026 at 71 shares worth $969. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Abound Wealth Management first reported a position in BOC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.88K in Q4 2022. 11 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

Abound Wealth Management held 71 shares of Boston Omaha worth $969 as of Q2 2026.
Abound Wealth Management left its Boston Omaha share count unchanged in Q2 2026.
Boston Omaha made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #823 holding.
Abound Wealth Management first reported a position in Boston Omaha in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's Boston Omaha position peaked at $1.88K in Q4 2022.
11 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.