HighMark Wealth Management’s Boston Omaha BOC Stock Holding History

HighMark Wealth Management’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 Q4	–	Sell	-1,500	Closed	-$19.6K	–	595
2025 Q3	$19.6K	Buy	1,500 +500	+50%	+$6.72K	0.01%	235
2025 Q2	$14K	Hold	1,000	–	–	0.01%	262
2025 Q1	$14.6K	Hold	1,000	–	–	0.01%	235
2024 Q4	$14.2K	Buy	+1,000	New	+$14.9K	0.01%	241
2023 Q2	–	Sell	-750	Closed	-$17.8K	–	569
2023 Q1	$17.8K	Hold	750	–	–	0.01%	224
2022 Q4	$19.9K	Buy	+750	New	+$19.7K	0.02%	169

Other funds holding BOC

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

HighMark Wealth Management's BOC Position: Q4 2025 in Review

HighMark Wealth Management sold out of Boston Omaha (BOC) in Q4 2025, closing a stake of 1,500 shares — an estimated $19.6K sold.

HighMark Wealth Management first reported a position in BOC in Q4 2022 and held it in 6 quarters. The position peaked at $19.9K in Q4 2022. 120 funds tracked by Wall St. Rank hold BOC as of Q4 2025.

HighMark Wealth Management reported no remaining Boston Omaha position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 1,500 Boston Omaha shares in Q4 2025, an estimated $19.6K.
HighMark Wealth Management first reported a position in Boston Omaha in Q4 2022 and held it in 6 quarters.
HighMark Wealth Management's Boston Omaha position peaked at $19.9K in Q4 2022.
120 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.