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True Wealth Design’s Boston Omaha BOC Stock Holding History

True Wealth Design’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 		$123 Buy
9
+7
+350% +$88 ﹤0.01% 2521
2026
Q1 		$24 Sell
2
-2
-50% -$25 ﹤0.01% 2630
2025
Q4 		$50 Buy
+4
New +$52 ﹤0.01% 2415
2025
Q3 		– Sell
-11
Closed -$155 – 2734
2025
Q2 		$155 Hold
11
– – ﹤0.01% 2137
2025
Q1 		$161 Buy
+11
New +$158 ﹤0.01% 2036

Other funds holding BOC

BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

True Wealth Design's BOC Position: Q2 2026 in Review

True Wealth Design increased its Boston Omaha (BOC) stake by 350% in Q2 2026, buying an estimated $88 and bringing the position to 9 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

True Wealth Design first reported a position in BOC in Q1 2025 and has held it in 5 quarters since. The position peaked at $161 in Q1 2025. 11 funds tracked by Wall St. Rank hold BOC as of Q2 2026.

  • True Wealth Design held 9 shares of Boston Omaha worth $123 as of Q2 2026.
  • True Wealth Design bought 7 Boston Omaha shares in Q2 2026, an estimated $88.
  • Boston Omaha made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2521 holding.
  • True Wealth Design first reported a position in Boston Omaha in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Boston Omaha position peaked at $161 in Q1 2025.
  • 11 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.