Essential Partners’s Boston Omaha BOC Stock Holding History

Essential Partners’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 Q3	$711	Hold	55	–	–	﹤0.01%	2291
2026 Q2	$750	Buy	55 +39	+244%	+$491	﹤0.01%	2359
2026 Q1	$187	Buy	+16	New	+$198	﹤0.01%	2622

Other funds holding BOC

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's BOC Position: Q3 2026 in Review

Essential Partners held its Boston Omaha (BOC) position steady in Q3 2026 at 55 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Essential Partners first reported a position in BOC in Q1 2026 and has held it in 3 quarters since. The position peaked at $750 in Q2 2026. 8 funds tracked by Wall St. Rank hold BOC as of Q3 2026.

Essential Partners held 55 shares of Boston Omaha worth $711 as of Q3 2026.
Essential Partners left its Boston Omaha share count unchanged in Q3 2026.
Boston Omaha made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2291 holding.
Essential Partners first reported a position in Boston Omaha in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Boston Omaha position peaked at $750 in Q2 2026.
8 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.