Rise Advisors’s Boston Omaha BOC Stock Holding History

Rise 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
2025 Q4	–	Sell	-63	Closed	-$824	–	283
2025 Q3	$824	Hold	63	–	–	﹤0.01%	1305
2025 Q2	$885	Hold	63	–	–	﹤0.01%	1303
2025 Q1	$919	Hold	63	–	–	﹤0.01%	1282
2024 Q4	$893	Sell	63 -20	-24%	-$297	﹤0.01%	1088
2024 Q3	$1.23K	Hold	83	–	–	﹤0.01%	1157
2024 Q2	$1.12K	Hold	83	–	–	﹤0.01%	1156
2024 Q1	$1.28K	Sell	83 -170	-67%	-$2.67K	﹤0.01%	1166
2023 Q4	$3.98K	Sell	253 -186	-42%	-$2.82K	﹤0.01%	398
2023 Q3	$7.2K	Hold	439	–	–	0.01%	343
2023 Q2	$8.26K	Hold	439	–	–	0.01%	365
2023 Q1	$10.4K	Hold	439	–	–	0.01%	356
2022 Q4	$11.6K	Buy	439 +93	+27%	+$2.44K	0.01%	331
2022 Q3	$8K	Hold	346	–	–	0.01%	365
2022 Q2	$7K	Hold	346	–	–	0.01%	389
2022 Q1	$9K	Buy	346 +75	+28%	+$2.04K	0.01%	335
2021 Q4	$7.79K	Buy	+271	New	+$8.85K	0.01%	351

Other funds holding BOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's BOC Position: Q4 2025 in Review

Rise Advisors sold out of Boston Omaha (BOC) in Q4 2025, closing a stake of 63 shares — an estimated $824 sold.

Rise Advisors first reported a position in BOC in Q4 2021 and held it in 16 quarters. The position peaked at $11.6K in Q4 2022. 120 funds tracked by Wall St. Rank hold BOC as of Q4 2025.

Rise Advisors reported no remaining Boston Omaha position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 63 Boston Omaha shares in Q4 2025, an estimated $824.
Rise Advisors first reported a position in Boston Omaha in Q4 2021 and held it in 16 quarters.
Rise Advisors's Boston Omaha position peaked at $11.6K in Q4 2022.
120 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.