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West Branch Capital’s Boston Omaha BOC Stock Holding History

West Branch Capital’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
2025
Q4 		– Sell
-10
Closed -$144 – 422
2025
Q3 		$144 Hold
10
– – ﹤0.01% 445
2025
Q2 		$144 Hold
10
– – ﹤0.01% 462
2025
Q1 		$146 Hold
10
– – ﹤0.01% 490
2024
Q4 		$142 Hold
10
– – ﹤0.01% 500
2024
Q3 		$149 Hold
10
– – ﹤0.01% 496
2024
Q2 		$135 Hold
10
– – ﹤0.01% 422
2024
Q1 		$155 Hold
10
– – ﹤0.01% 414
2023
Q4 		$158 Hold
10
– – ﹤0.01% 432
2023
Q3 		$164 Hold
10
– – ﹤0.01% 425
2023
Q2 		$189 Hold
10
– – ﹤0.01% 435
2023
Q1 		$237 Hold
10
– – ﹤0.01% 438
2022
Q4 		$265 Hold
10
– – ﹤0.01% 435
2022
Q3 		$0 Hold
10
– – ﹤0.01% 443
2022
Q2 		$0 Hold
10
– – ﹤0.01% 425
2022
Q1 		$0 Hold
10
– – ﹤0.01% 432
2021
Q4 		$0 Hold
10
– – ﹤0.01% 454
2021
Q3 		$0 Hold
10
– – ﹤0.01% 426
2021
Q2 		$0 Buy
+10
New +$291 ﹤0.01% 439

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

West Branch Capital's BOC Position: Q4 2025 in Review

West Branch Capital sold out of Boston Omaha (BOC) in Q4 2025, closing a stake of 10 shares — an estimated $144 sold.

West Branch Capital first reported a position in BOC in Q2 2021 and held it in 18 quarters. The position peaked at $265 in Q4 2022. 120 funds tracked by Wall St. Rank hold BOC as of Q4 2025.

  • West Branch Capital reported no remaining Boston Omaha position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 10 Boston Omaha shares in Q4 2025, an estimated $144.
  • West Branch Capital first reported a position in Boston Omaha in Q2 2021 and held it in 18 quarters.
  • West Branch Capital's Boston Omaha position peaked at $265 in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.