MWPCG
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Measured Wealth Private Client Group’s Boise Cascade BCC Stock Holding History

Measured Wealth Private Client Group’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13
Closed -$957 – 728
2025
Q4 		$957 Hold
13
– – ﹤0.01% 674
2025
Q3 		$1K Buy
+13
New +$1.11K ﹤0.01% 659
2024
Q4 		– Sell
-2,763
Closed -$390K – 176
2024
Q3 		$390K Sell
2,763
-3,138
-53% -$409K 0.13% 108
2024
Q2 		$704K Buy
5,901
+628
+12% +$85.3K 0.25% 64
2024
Q1 		$809K Buy
5,273
+95
+2% +$12.8K 0.28% 55
2023
Q4 		$670K Buy
5,178
+1,983
+62% +$213K 0.25% 70
2023
Q3 		$329K Buy
3,195
+71
+2% +$7.31K 0.13% 113
2023
Q2 		$282K Buy
+3,124
New +$228K 0.11% 144

Other funds holding BCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Measured Wealth Private Client Group's BCC Position: Q1 2026 in Review

Measured Wealth Private Client Group sold out of Boise Cascade (BCC) in Q1 2026, closing a stake of 13 shares — an estimated $957 sold.

Measured Wealth Private Client Group first reported a position in BCC in Q2 2023 and held it in 8 quarters. The position peaked at $809K in Q1 2024. 321 funds tracked by Wall St. Rank hold BCC as of Q1 2026.

  • Measured Wealth Private Client Group reported no remaining Boise Cascade position as of Q1 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 13 Boise Cascade shares in Q1 2026, an estimated $957.
  • Measured Wealth Private Client Group first reported a position in Boise Cascade in Q2 2023 and held it in 8 quarters.
  • Measured Wealth Private Client Group's Boise Cascade position peaked at $809K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.