IFP Advisors’s Boston Omaha BOC Stock Holding History

IFP 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	–	Sell	-52	Closed	-$607	–	5148
2026 Q1	$607	Hold	52	–	–	﹤0.01%	4371
2025 Q4	$643	Buy	+52	New	+$677	﹤0.01%	4213
2025 Q2	–	Hold	0	–	–	–	3580
2025 Q1	–	Sell	-2,713	Closed	-$39K	–	3559
2024 Q4	$39.1K	Buy	2,713 +45	+2%	+$669	﹤0.01%	1939
2024 Q3	$39.7K	Sell	2,668 -2,653	-50%	-$37K	﹤0.01%	1833
2024 Q2	$71.6K	Sell	5,321 -2,000	-27%	-$29.6K	﹤0.01%	1507
2024 Q1	$113K	Sell	7,321 -1,000	-12%	-$15.7K	0.01%	1239
2023 Q4	$131K	Buy	8,321 +3,905	+88%	+$59.3K	0.01%	1143
2023 Q3	$72.4K	Buy	4,416 +500	+13%	+$8.97K	﹤0.01%	1413
2023 Q2	$73.7K	Buy	3,916 +1,500	+62%	+$30.5K	﹤0.01%	1452
2023 Q1	$60.7K	Hold	2,416	–	–	﹤0.01%	1480
2022 Q4	$61K	Hold	2,416	–	–	﹤0.01%	2093
2022 Q3	$61K	Hold	2,416	–	–	﹤0.01%	2215
2022 Q2	$61K	Hold	2,416	–	–	﹤0.01%	2006
2022 Q1	$61K	Hold	2,416	–	–	﹤0.01%	2006
2021 Q4	$70K	Buy	+2,416	New	+$78.9K	﹤0.01%	1424

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

IFP Advisors's BOC Position: Q2 2026 in Review

IFP Advisors sold out of Boston Omaha (BOC) in Q2 2026, closing a stake of 52 shares — an estimated $607 sold.

IFP Advisors first reported a position in BOC in Q4 2021 and held it in 15 quarters. The position peaked at $131K in Q4 2023. 137 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

IFP Advisors reported no remaining Boston Omaha position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 52 Boston Omaha shares in Q2 2026, an estimated $607.
IFP Advisors first reported a position in Boston Omaha in Q4 2021 and held it in 15 quarters.
IFP Advisors's Boston Omaha position peaked at $131K in Q4 2023.
137 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.