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Guardian Wealth Advisors (North Carolina)’s Boston Omaha BOC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-11,000
Closed -$136K – 616
2025
Q4 		$136K Buy
11,000
+500
+5% +$6.51K 0.01% 363
2025
Q3 		$137K Buy
10,500
+500
+5% +$6.72K 0.01% 355
2025
Q2 		$140K Buy
+10,000
New +$146K 0.01% 343

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

Guardian Wealth Advisors (North Carolina)'s BOC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Boston Omaha (BOC) in Q1 2026, closing a stake of 11,000 shares — an estimated $136K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in BOC in Q2 2025 and held it in 3 quarters. The position peaked at $140K in Q2 2025. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Boston Omaha position as of Q1 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 11,000 Boston Omaha shares in Q1 2026, an estimated $136K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Boston Omaha in Q2 2025 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Boston Omaha position peaked at $140K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.