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Rothschild Investment LLC’s Boston Omaha BOC Stock Holding History

Rothschild Investment LLC’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 		$723 Buy
53
+46
+657% +$579 ﹤0.01% 3169
2026
Q1 		$82 Buy
+7
New +$86 ﹤0.01% 3417
2025
Q4 		– Sell
-40
Closed -$523 – 3440
2025
Q3 		$523 Buy
40
+10
+33% +$134 ﹤0.01% 2813
2025
Q2 		$421 Buy
30
+10
+50% +$146 ﹤0.01% 2797
2025
Q1 		$292 Hold
20
– – ﹤0.01% 2771
2024
Q4 		$284 Buy
20
+10
+100% +$149 ﹤0.01% 2706
2024
Q3 		$149 Buy
+10
New +$139 ﹤0.01% 2760

Other funds holding BOC

BlackRock
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Rothschild Investment LLC's BOC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Boston Omaha (BOC) stake by 657% in Q2 2026, buying an estimated $579 and bringing the position to 53 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

Rothschild Investment LLC first reported a position in BOC in Q3 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

  • Rothschild Investment LLC held 53 shares of Boston Omaha worth $723 as of Q2 2026.
  • Rothschild Investment LLC bought 46 Boston Omaha shares in Q2 2026, an estimated $579.
  • Boston Omaha made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3169 holding.
  • Rothschild Investment LLC first reported a position in Boston Omaha in Q3 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.