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Allworth Financial’s Boston Omaha BOC Stock Holding History

Allworth Financial’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 		$2.06K Buy
+151
New +$1.9K ﹤0.01% 4507
2026
Q1 		– Sell
-93
Closed -$1.15K – 5204
2025
Q4 		$1.15K Sell
93
-1,076
-92% -$14K ﹤0.01% 4322
2025
Q3 		$15.3K Buy
1,169
+169
+17% +$2.27K ﹤0.01% 2872
2025
Q2 		$14K Buy
+1,000
New +$14.6K ﹤0.01% 2730
2025
Q1 		– Sell
-307
Closed -$4.45K – 4070
2024
Q4 		$4.45K Sell
307
-216
-41% -$3.21K ﹤0.01% 2821
2024
Q3 		$7.78K Buy
523
+405
+343% +$5.64K ﹤0.01% 2378
2024
Q2 		$1.61K Hold
118
– – ﹤0.01% 3016
2024
Q1 		$1.82K Sell
118
-100
-46% -$1.57K ﹤0.01% 2842
2023
Q4 		$3.43K Hold
218
– – ﹤0.01% 2440
2023
Q3 		$3.57K Buy
218
+118
+118% +$2.12K ﹤0.01% 2277
2023
Q2 		$1.88K Buy
100
+69
+223% +$1.4K ﹤0.01% 2511
2023
Q1 		$734 Hold
31
– – ﹤0.01% 2766
2022
Q4 		$822 Sell
31
-23
-43% -$603 ﹤0.01% 2531
2022
Q3 		$1K Buy
54
+21
+64% +$520 ﹤0.01% 2322
2022
Q2 		$1K Buy
+33
New +$723 ﹤0.01% 2098

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

Allworth Financial's BOC Position: Q2 2026 in Review

Allworth Financial opened a new position in Boston Omaha (BOC) in Q2 2026: 151 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #4507 among its holdings. This is a return to the name: Allworth Financial previously reported a position in BOC as recently as Q4 2025.

Allworth Financial first reported a position in BOC in Q2 2022 and has held it in 15 quarters since. The position peaked at $15.3K in Q3 2025. 137 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

  • Allworth Financial held 151 shares of Boston Omaha worth $2.06K as of Q2 2026.
  • Boston Omaha was a new Allworth Financial position in Q2 2026.
  • Boston Omaha made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4507 holding.
  • Allworth Financial first reported a position in Boston Omaha in Q2 2022 and has held it in 15 quarters since.
  • Allworth Financial's Boston Omaha position peaked at $15.3K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.