EverSource Wealth Advisors’s Boston Omaha BOC Stock Holding History

EverSource 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
2026 Q2	$9.96K	Buy	730 +112	+18%	+$1.41K	﹤0.01%	2916
2026 Q1	$7.22K	Buy	618 +10	+2%	+$123	﹤0.01%	3088
2025 Q4	$7.52K	Buy	+608	New	+$7.92K	﹤0.01%	2934
2025 Q3	–	Sell	-929	Closed	-$13K	–	4335
2025 Q2	$13K	Buy	+929	New	+$13.5K	﹤0.01%	2628
2025 Q1	–	Sell	-2	Closed	-$28	–	4043
2024 Q4	$28	Sell	2 -39	-95%	-$580	﹤0.01%	3687
2024 Q3	$610	Sell	41 -22	-35%	-$306	﹤0.01%	2826
2024 Q2	$926	Buy	+63	New	+$932	﹤0.01%	2755
2023 Q4	–	Sell	-58	Closed	-$951	–	2649
2023 Q3	$951	Buy	+58	New	+$1.04K	﹤0.01%	2246

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

EverSource Wealth Advisors's BOC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Boston Omaha (BOC) stake by 18% in Q2 2026, buying an estimated $1.41K and bringing the position to 730 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

EverSource Wealth Advisors first reported a position in BOC in Q3 2023 and has held it in 8 quarters since. The position peaked at $13K in Q2 2025. 137 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

EverSource Wealth Advisors held 730 shares of Boston Omaha worth $9.96K as of Q2 2026.
EverSource Wealth Advisors bought 112 Boston Omaha shares in Q2 2026, an estimated $1.41K.
Boston Omaha made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2916 holding.
EverSource Wealth Advisors first reported a position in Boston Omaha in Q3 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's Boston Omaha position peaked at $13K in Q2 2025.
137 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.