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Boulder Growth & Income Fund shares owned by Oakmont Partners

Quarter-by-quarter ownership of Boulder Growth & Income Fund (STEW) shares owned by Oakmont Partners from 13F filings

Historical chart of Oakmont Partners investment in Boulder Growth & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Boulder Growth & Income Fund held by Oakmont Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Boulder Growth & Income Fund by Oakmont Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 17k 18.16
2025-06-30 $309k 18k 17.68
2025-03-31 $341k 20k 17.25
2024-12-31 $308k 19k 16.02

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View all positions for Oakmont Partners

Top funds holding Boulder Growth & Income Fund

Morgan Stanley
JP Wealth Management
Brooklyn Capital Management
Pathstone Holdings
1607 Capital Partners
Allspring Global Investments Holdings
CSS
National Asset Management
Thomas J. Herzfeld Advisors
Blue Bell Private Wealth Management
Karpus Investment Management
LPL Financial
CNH Partners
Cohen & Steers Capital Management
Quantedge Capital Pte

View all funds holding Boulder Growth & Income Fund