BFCFSI
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Boot Barn BOOT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Hold
71
– – ﹤0.01% 1474
2026
Q1 		$10.4K Hold
71
– – ﹤0.01% 1560
2025
Q4 		$12.5K Buy
71
+3
+4% +$560 ﹤0.01% 1500
2025
Q3 		$11.3K Hold
68
– – ﹤0.01% 1519
2025
Q2 		$10.3K Buy
68
+28
+70% +$3.72K ﹤0.01% 1518
2025
Q1 		$4.3K Hold
40
– – ﹤0.01% 1802
2024
Q4 		$6.07K Hold
40
– – ﹤0.01% 1634
2024
Q3 		$6.69K Buy
+40
New +$5.5K ﹤0.01% 1659

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BOOT Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its Boot Barn (BOOT) position steady in Q2 2026 at 71 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BOOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.5K in Q4 2025. 461 funds tracked by Wall St. Rank hold BOOT as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 71 shares of Boot Barn worth $11.7K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its Boot Barn share count unchanged in Q2 2026.
  • Boot Barn made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1474 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Boot Barn in Q3 2024 and has held it in 8 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Boot Barn position peaked at $12.5K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Boot Barn as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.