Creative Planning
BOC icon

Creative Planning’s Boston Omaha BOC Stock Holding History

Creative Planning’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
Q1 		– Sell
-14,221
Closed -$176K – 4106
2025
Q4 		$176K Buy
+14,221
New +$185K ﹤0.01% 3593
2025
Q2 		– Sell
-11,806
Closed -$172K – 3692
2025
Q1 		$172K Buy
11,806
+11,588
+5,316% +$167K ﹤0.01% 3125
2024
Q4 		$3.09K Buy
+218
New +$3.24K ﹤0.01% 3435
2024
Q2 		– Sell
-16,485
Closed -$255K – 3083
2024
Q1 		$255K Buy
+16,485
New +$259K ﹤0.01% 2381
2023
Q4 		– Sell
-10,068
Closed -$165K – 2793
2023
Q3 		$165K Buy
+10,068
New +$181K ﹤0.01% 2294

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's BOC Position: Q1 2026 in Review

Creative Planning sold out of Boston Omaha (BOC) in Q1 2026, closing a stake of 14,221 shares — an estimated $176K sold.

Creative Planning first reported a position in BOC in Q3 2023 and held it in 5 quarters. The position peaked at $255K in Q1 2024. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

  • Creative Planning reported no remaining Boston Omaha position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 14,221 Boston Omaha shares in Q1 2026, an estimated $176K.
  • Creative Planning first reported a position in Boston Omaha in Q3 2023 and held it in 5 quarters.
  • Creative Planning's Boston Omaha position peaked at $255K in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.