AF
BOC icon

Allworth Financial’s Boston Omaha BOC Stock Holding History

Allworth Financial’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 		– Sell
-93
Closed -$1.15K – 5204
2025
Q4 		$1.15K Sell
93
-1,076
-92% -$14K ﹤0.01% 4322
2025
Q3 		$15.3K Buy
1,169
+169
+17% +$2.27K ﹤0.01% 2872
2025
Q2 		$14K Buy
+1,000
New +$14.6K ﹤0.01% 2730
2025
Q1 		– Sell
-307
Closed -$4.45K – 4070
2024
Q4 		$4.45K Sell
307
-216
-41% -$3.21K ﹤0.01% 2821
2024
Q3 		$7.78K Buy
523
+405
+343% +$5.64K ﹤0.01% 2378
2024
Q2 		$1.61K Hold
118
– – ﹤0.01% 3016
2024
Q1 		$1.82K Sell
118
-100
-46% -$1.57K ﹤0.01% 2842
2023
Q4 		$3.43K Hold
218
– – ﹤0.01% 2440
2023
Q3 		$3.57K Buy
218
+118
+118% +$2.12K ﹤0.01% 2277
2023
Q2 		$1.88K Buy
100
+69
+223% +$1.4K ﹤0.01% 2511
2023
Q1 		$734 Hold
31
– – ﹤0.01% 2766
2022
Q4 		$822 Sell
31
-23
-43% -$603 ﹤0.01% 2531
2022
Q3 		$1K Buy
54
+21
+64% +$520 ﹤0.01% 2322
2022
Q2 		$1K Buy
+33
New +$723 ﹤0.01% 2098

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