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Compass Ion Advisors’s Boston Omaha BOC Stock Holding History

Compass Ion 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
2025
Q3 		– Sell
-11,643
Closed -$163K – 276
2025
Q2 		$163K Buy
11,643
+500
+4% +$7.28K 0.02% 263
2025
Q1 		$162K Hold
11,143
– – 0.02% 256
2024
Q4 		$158K Hold
11,143
– – 0.02% 254
2024
Q3 		$166K Hold
11,143
– – 0.02% 256
2024
Q2 		$172K Hold
11,143
– – 0.02% 224
2024
Q1 		$172K Buy
+11,143
New +$175K 0.02% 223

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return

Compass Ion Advisors's BOC Position: Q3 2025 in Review

Compass Ion Advisors sold out of Boston Omaha (BOC) in Q3 2025, closing a stake of 11,643 shares — an estimated $163K sold.

Compass Ion Advisors first reported a position in BOC in Q1 2024 and held it in 6 quarters. The position peaked at $172K in Q2 2024. 123 funds tracked by Wall St. Rank hold BOC as of Q3 2025.

  • Compass Ion Advisors reported no remaining Boston Omaha position as of Q3 2025 after selling out during the quarter.
  • Compass Ion Advisors sold 11,643 Boston Omaha shares in Q3 2025, an estimated $163K.
  • Compass Ion Advisors first reported a position in Boston Omaha in Q1 2024 and held it in 6 quarters.
  • Compass Ion Advisors's Boston Omaha position peaked at $172K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2025.

Based on Compass Ion Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.