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EP Wealth Advisors’s Boston Omaha BOC Stock Holding History

EP Wealth 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
Q2 		$3.37M Sell
240,044
-36,624
-13% -$534K 0.02% 321
2025
Q1 		$4.03M Buy
+276,668
New +$3.98M 0.03% 250

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EP Wealth Advisors's BOC Position: Q2 2025 in Review

EP Wealth Advisors reduced its Boston Omaha (BOC) stake by 13% in Q2 2025, selling an estimated $534K and leaving 240,044 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #321.

EP Wealth Advisors first reported a position in BOC in Q1 2025 and has held it in 2 quarters since. The position peaked at $4.03M in Q1 2025. 128 funds tracked by Wall St. Rank hold BOC as of Q2 2025.

  • EP Wealth Advisors held 240,044 shares of Boston Omaha worth $3.37M as of Q2 2025.
  • EP Wealth Advisors sold 36,624 Boston Omaha shares in Q2 2025, an estimated $534K.
  • Boston Omaha made up 0.02% of EP Wealth Advisors's portfolio in Q2 2025, its #321 holding.
  • EP Wealth Advisors first reported a position in Boston Omaha in Q1 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Boston Omaha position peaked at $4.03M in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.