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Morningstar Investment Management’s Boise Cascade BCC Stock Holding History

Morningstar Investment Management’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
Q2 		$596K Hold
7,858
– – 0.04% 247
2026
Q1 		$596K Sell
7,858
-2,289
-23% -$183K 0.04% 245
2025
Q4 		$747K Hold
10,147
– – 0.04% 241
2025
Q3 		$785K Buy
+10,147
New +$869K 0.03% 387

Other funds holding BCC

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morningstar Investment Management's BCC Position: Q2 2026 in Review

Morningstar Investment Management held its Boise Cascade (BCC) position steady in Q2 2026 at 7,858 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #247.

Morningstar Investment Management first reported a position in BCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $785K in Q3 2025. 77 funds tracked by Wall St. Rank hold BCC as of Q2 2026.

  • Morningstar Investment Management held 7,858 shares of Boise Cascade worth $596K as of Q2 2026.
  • Morningstar Investment Management left its Boise Cascade share count unchanged in Q2 2026.
  • Boise Cascade made up 0.04% of Morningstar Investment Management's portfolio in Q2 2026, its #247 holding.
  • Morningstar Investment Management first reported a position in Boise Cascade in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Boise Cascade position peaked at $785K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.