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Concorde Financial’s Boston Omaha BOC Stock Holding History

Concorde 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
2025
Q3 		– Sell
-300
Closed -$4.21K – 38
2025
Q2 		$4.21K Buy
+300
New +$4.37K ﹤0.01% 50

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

Concorde Financial's BOC Position: Q3 2025 in Review

Concorde Financial sold out of Boston Omaha (BOC) in Q3 2025, closing a stake of 300 shares — an estimated $4.21K sold.

Concorde Financial first reported a position in BOC in Q2 2025 and held it in 1 quarter. The position peaked at $4.21K in Q2 2025. 123 funds tracked by Wall St. Rank hold BOC as of Q3 2025.

  • Concorde Financial reported no remaining Boston Omaha position as of Q3 2025 after selling out during the quarter.
  • Concorde Financial sold 300 Boston Omaha shares in Q3 2025, an estimated $4.21K.
  • Concorde Financial first reported a position in Boston Omaha in Q2 2025 and held it in 1 quarter.
  • Concorde Financial's Boston Omaha position peaked at $4.21K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2025.

Based on Concorde Financial's 13F filing for Q3 2025, filed 14 Nov 2025.