Rockefeller Capital Management’s Boston Omaha BOC Stock Holding History

Rockefeller Capital Management’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	$934	Hold	80	–	–	﹤0.01%	4496
2025 Q4	$990	Hold	80	–	–	﹤0.01%	4449
2025 Q3	$1.05K	Buy	+80	New	+$1.07K	﹤0.01%	4185
2023 Q1	–	Sell	-1,083	Closed	-$28K	–	2210
2022 Q4	$28K	Hold	1,083	–	–	﹤0.01%	2658
2022 Q3	$24K	Buy	1,083 +110	+11%	+$2.73K	﹤0.01%	2687
2022 Q2	$20K	Hold	973	–	–	﹤0.01%	2744
2022 Q1	$24K	Hold	973	–	–	﹤0.01%	2633
2021 Q4	$27K	Buy	973 +44	+5%	+$1.44K	﹤0.01%	2491
2021 Q3	$36K	Hold	929	–	–	﹤0.01%	2292
2021 Q2	$29K	Hold	929	–	–	﹤0.01%	2307
2021 Q1	$27K	Buy	929 +36	+4%	+$1.3K	﹤0.01%	2145
2020 Q4	$24K	Buy	+893	New	+$18.2K	﹤0.01%	1927

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

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

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

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

Rockefeller Capital Management's BOC Position: Q1 2026 in Review

Rockefeller Capital Management held its Boston Omaha (BOC) position steady in Q1 2026 at 80 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

Rockefeller Capital Management first reported a position in BOC in Q4 2020 and has held it in 12 quarters since. The position peaked at $36K in Q3 2021. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

Rockefeller Capital Management held 80 shares of Boston Omaha worth $934 as of Q1 2026.
Rockefeller Capital Management left its Boston Omaha share count unchanged in Q1 2026.
Boston Omaha made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4496 holding.
Rockefeller Capital Management first reported a position in Boston Omaha in Q4 2020 and has held it in 12 quarters since.
Rockefeller Capital Management's Boston Omaha position peaked at $36K in Q3 2021.
122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.