IA
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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
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

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