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 Q2	$146K	Buy	+10,726	New	+$135K	﹤0.01%	3970
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

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

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

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

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

Creative Planning's BOC Position: Q2 2026 in Review

Creative Planning opened a new position in Boston Omaha (BOC) in Q2 2026: 10,726 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #3970 among its holdings. This is a return to the name: Creative Planning previously reported a position in BOC as recently as Q4 2025.

Creative Planning first reported a position in BOC in Q3 2023 and has held it in 6 quarters since. The position peaked at $255K in Q1 2024. 137 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

Creative Planning held 10,726 shares of Boston Omaha worth $146K as of Q2 2026.
Boston Omaha was a new Creative Planning position in Q2 2026.
Boston Omaha made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3970 holding.
Creative Planning first reported a position in Boston Omaha in Q3 2023 and has held it in 6 quarters since.
Creative Planning's Boston Omaha position peaked at $255K in Q1 2024.
137 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.