Blue Trust Inc’s Boston Omaha BOC Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-50	Closed	-$682	–	2556
2026 Q2	$682	Hold	50	–	–	﹤0.01%	2335
2026 Q1	$584	Buy	+50	New	+$617	﹤0.01%	2325

Other funds holding BOC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Blue Trust Inc's BOC Position: Q3 2026 in Review

Blue Trust Inc sold out of Boston Omaha (BOC) in Q3 2026, closing a stake of 50 shares — an estimated $682 sold.

Blue Trust Inc first reported a position in BOC in Q1 2026 and held it in 2 quarters. The position peaked at $682 in Q2 2026. 8 funds tracked by Wall St. Rank hold BOC as of Q3 2026.

Blue Trust Inc reported no remaining Boston Omaha position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 50 Boston Omaha shares in Q3 2026, an estimated $682.
Blue Trust Inc first reported a position in Boston Omaha in Q1 2026 and held it in 2 quarters.
Blue Trust Inc's Boston Omaha position peaked at $682 in Q2 2026.
8 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.