UBS AM
BOC icon

UBS AM’s Boston Omaha BOC Stock Holding History

UBS AM’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 		$52.2K Buy
4,469
+2,703
+153% +$33.4K ﹤0.01% 2948
2025
Q4 		$21.8K Buy
+1,766
New +$23K ﹤0.01% 2726
2025
Q3 		– Sell
-51,098
Closed -$717K – 2328
2025
Q2 		$717K Buy
51,098
+26,111
+104% +$380K ﹤0.01% 2446
2025
Q1 		$364K Hold
24,987
– – ﹤0.01% 2541
2024
Q4 		$354K Buy
24,987
+9,200
+58% +$137K ﹤0.01% 2600
2024
Q3 		$235K Sell
15,787
-3,803
-19% -$53K ﹤0.01% 2748
2024
Q2 		$264K Buy
19,590
+7,441
+61% +$110K ﹤0.01% 2739
2024
Q1 		$188K Hold
12,149
– – ﹤0.01% 2469
2023
Q4 		$191K Hold
12,149
– – ﹤0.01% 2494
2023
Q3 		$199K Buy
+12,149
New +$218K ﹤0.01% 2517
2022
Q1 		– Sell
-9,400
Closed -$270K – 2784
2021
Q4 		$270K Hold
9,400
– – ﹤0.01% 2703
2021
Q3 		$365K Hold
9,400
– – ﹤0.01% 2587
2021
Q2 		$298K Buy
+9,400
New +$273K ﹤0.01% 2647
2021
Q1 		– Sell
-15,300
Closed -$423K – 2604
2020
Q4 		$423K Hold
15,300
– – ﹤0.01% 2344
2020
Q3 		$245K Buy
15,300
+1,000
+7% +$16.1K ﹤0.01% 2351
2020
Q2 		$229K Buy
+14,300
New +$239K ﹤0.01% 2351

Other funds holding BOC

MG
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS AM's BOC Position: Q1 2026 in Review

UBS AM increased its Boston Omaha (BOC) stake by 153% in Q1 2026, buying an estimated $33.4K and bringing the position to 4,469 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2948.

UBS AM first reported a position in BOC in Q2 2020 and has held it in 16 quarters since. The position peaked at $717K in Q2 2025. 122 funds tracked by Wall St. Rank hold BOC as of Q1 2026.

  • UBS AM held 4,469 shares of Boston Omaha worth $52.2K as of Q1 2026.
  • UBS AM bought 2,703 Boston Omaha shares in Q1 2026, an estimated $33.4K.
  • Boston Omaha made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2948 holding.
  • UBS AM first reported a position in Boston Omaha in Q2 2020 and has held it in 16 quarters since.
  • UBS AM's Boston Omaha position peaked at $717K in Q2 2025.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.