Clearstead Advisors’s Boston Omaha BOC Stock Holding History

Clearstead Advisors’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	$164	Buy	+12	New	+$151	﹤0.01%	3252
2023 Q4	–	Sell	-140	Closed	-$2.29K	–	1528
2023 Q3	$2.29K	Hold	140	–	–	﹤0.01%	1221
2023 Q2	$2.63K	Hold	140	–	–	﹤0.01%	1113
2023 Q1	$3.31K	Hold	140	–	–	﹤0.01%	1070
2022 Q4	$3.71K	Hold	140	–	–	﹤0.01%	1013
2022 Q3	$3K	Buy	140 +10	+8%	+$248	﹤0.01%	1019
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	1048
2022 Q1	$3K	Hold	130	–	–	﹤0.01%	1136
2021 Q4	$4K	Hold	130	–	–	﹤0.01%	1015
2021 Q3	$5K	Hold	130	–	–	﹤0.01%	1015
2021 Q2	$4K	Hold	130	–	–	﹤0.01%	905
2021 Q1	$4K	Buy	130 +40	+44%	+$1.45K	﹤0.01%	880
2020 Q4	$2K	Buy	+90	New	+$1.84K	﹤0.01%	875

Other funds holding BOC

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

Clearstead Advisors's BOC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Boston Omaha (BOC) in Q2 2026: 12 shares worth $164. The stake represents ﹤0.01% of the portfolio and ranks #3252 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BOC as recently as Q3 2023.

Clearstead Advisors first reported a position in BOC in Q4 2020 and has held it in 13 quarters since. The position peaked at $5K in Q3 2021. 136 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

Clearstead Advisors held 12 shares of Boston Omaha worth $164 as of Q2 2026.
Boston Omaha was a new Clearstead Advisors position in Q2 2026.
Boston Omaha made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3252 holding.
Clearstead Advisors first reported a position in Boston Omaha in Q4 2020 and has held it in 13 quarters since.
Clearstead Advisors's Boston Omaha position peaked at $5K in Q3 2021.
136 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.