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 Q2	–	Sell	-80	Closed	-$934	–	4747
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 $476M AUM 7.25% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECM

Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM

Rockefeller Capital Management's BOC Position: Q2 2026 in Review

Rockefeller Capital Management sold out of Boston Omaha (BOC) in Q2 2026, closing a stake of 80 shares — an estimated $934 sold.

Rockefeller Capital Management first reported a position in BOC in Q4 2020 and held it in 12 quarters. The position peaked at $36K in Q3 2021. 136 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

Rockefeller Capital Management reported no remaining Boston Omaha position as of Q2 2026 after selling out during the quarter.
Rockefeller Capital Management sold 80 Boston Omaha shares in Q2 2026, an estimated $934.
Rockefeller Capital Management first reported a position in Boston Omaha in Q4 2020 and held it in 12 quarters.
Rockefeller Capital Management's Boston Omaha position peaked at $36K in Q3 2021.
136 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.