C
BOC icon

Covestor’s Boston Omaha BOC Stock Holding History

Covestor’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 		$171K Buy
12,541
+647
+5% +$8.14K 0.1% 161
2026
Q1 		$139K Sell
11,894
-187
-2% -$2.31K 0.1% 165
2025
Q4 		$149K Sell
12,081
-985
-8% -$12.8K 0.08% 345
2025
Q3 		$171K Buy
13,066
+4,194
+47% +$56.3K 0.09% 276
2025
Q2 		$125K Buy
8,872
+3,477
+64% +$50.7K 0.07% 419
2025
Q1 		$79K Buy
5,395
+3,181
+144% +$45.7K 0.05% 621
2024
Q4 		$31K Buy
2,214
+334
+18% +$4.96K 0.02% 1017
2024
Q3 		$28K Buy
1,880
+403
+27% +$5.61K 0.02% 1083
2024
Q2 		$20K Buy
+1,477
New +$21.8K 0.01% 1193
2023
Q2 		– Sell
-1
Closed – – 2146
2023
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 2036

Other funds holding BOC

MG
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

Covestor's BOC Position: Q2 2026 in Review

Covestor increased its Boston Omaha (BOC) stake by 5.4% in Q2 2026, buying an estimated $8.14K and bringing the position to 12,541 shares worth $171K. The position accounts for 0.1% of the portfolio, ranked #161.

Covestor first reported a position in BOC in Q1 2023 and has held it in 10 quarters since. 136 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

  • Covestor held 12,541 shares of Boston Omaha worth $171K as of Q2 2026.
  • Covestor bought 647 Boston Omaha shares in Q2 2026, an estimated $8.14K.
  • Boston Omaha made up 0.1% of Covestor's portfolio in Q2 2026, its #161 holding.
  • Covestor first reported a position in Boston Omaha in Q1 2023 and has held it in 10 quarters since.
  • 136 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.