Clearstead Trust’s Boise Cascade BCC Stock Holding History

Clearstead Trust’s Portfolio BCC Stock Details BCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23	Closed	-$1.78K	–	1063
2025 Q3	$1.78K	Hold	23	–	–	﹤0.01%	1030
2025 Q2	$2K	Buy	+23	New	+$2.08K	﹤0.01%	954

Other funds holding BCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Clearstead Trust's BCC Position: Q4 2025 in Review

Clearstead Trust sold out of Boise Cascade (BCC) in Q4 2025, closing a stake of 23 shares — an estimated $1.78K sold.

Clearstead Trust first reported a position in BCC in Q2 2025 and held it in 2 quarters. The position peaked at $2K in Q2 2025. 321 funds tracked by Wall St. Rank hold BCC as of Q4 2025.

Clearstead Trust reported no remaining Boise Cascade position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 23 Boise Cascade shares in Q4 2025, an estimated $1.78K.
Clearstead Trust first reported a position in Boise Cascade in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Boise Cascade position peaked at $2K in Q2 2025.
321 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.