Spire Wealth Management’s Boston Omaha BOC Stock Holding History

Spire Wealth 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	–	Sell	-410	Closed	-$5.07K	–	2271
2025 Q4	$5.07K	Sell	410 -1,140	-74%	-$14.8K	﹤0.01%	1907
2025 Q3	$20.3K	Hold	1,550	–	–	﹤0.01%	1527
2025 Q2	$21.8K	Sell	1,550 -90	-5%	-$1.31K	﹤0.01%	1490
2025 Q1	$23.9K	Hold	1,640	–	–	﹤0.01%	1549
2024 Q4	$23.3K	Hold	1,640	–	–	﹤0.01%	1573
2024 Q3	$24.4K	Hold	1,640	–	–	﹤0.01%	1377
2024 Q2	$22.1K	Buy	1,640 +1,437	+708%	+$21.2K	﹤0.01%	1413
2024 Q1	$3.14K	Buy	203 +90	+80%	+$1.42K	﹤0.01%	2017
2023 Q4	$1.68K	Hold	113	–	–	﹤0.01%	2177
2023 Q3	$1.85K	Hold	113	–	–	﹤0.01%	2151
2023 Q2	$2.13K	Hold	113	–	–	﹤0.01%	2188
2023 Q1	$2.67K	Buy	+113	New	+$2.81K	﹤0.01%	2196

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

Spire Wealth Management's BOC Position: Q1 2026 in Review

Spire Wealth Management sold out of Boston Omaha (BOC) in Q1 2026, closing a stake of 410 shares — an estimated $5.07K sold.

Spire Wealth Management first reported a position in BOC in Q1 2023 and held it in 12 quarters. The position peaked at $24.4K in Q3 2024. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

Spire Wealth Management reported no remaining Boston Omaha position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 410 Boston Omaha shares in Q1 2026, an estimated $5.07K.
Spire Wealth Management first reported a position in Boston Omaha in Q1 2023 and held it in 12 quarters.
Spire Wealth Management's Boston Omaha position peaked at $24.4K in Q3 2024.
122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.