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Peak Financial Advisors’s Boise Cascade BCC Stock Holding History

Peak Financial Advisors’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
2025
Q2 		– Sell
-3,624
Closed -$355K – 90
2025
Q1 		$355K Buy
3,624
+166
+5% +$18.8K 0.18% 66
2024
Q4 		$411K Hold
3,458
– – 0.21% 66
2024
Q3 		$488K Buy
3,458
+290
+9% +$37.8K 0.25% 60
2024
Q2 		$378K Buy
+3,168
New +$430K 0.22% 64

Other funds holding BCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Peak Financial Advisors's BCC Position: Q2 2025 in Review

Peak Financial Advisors sold out of Boise Cascade (BCC) in Q2 2025, closing a stake of 3,624 shares — an estimated $355K sold.

Peak Financial Advisors first reported a position in BCC in Q2 2024 and held it in 4 quarters. The position peaked at $488K in Q3 2024. 338 funds tracked by Wall St. Rank hold BCC as of Q2 2025.

  • Peak Financial Advisors reported no remaining Boise Cascade position as of Q2 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 3,624 Boise Cascade shares in Q2 2025, an estimated $355K.
  • Peak Financial Advisors first reported a position in Boise Cascade in Q2 2024 and held it in 4 quarters.
  • Peak Financial Advisors's Boise Cascade position peaked at $488K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.