Bank of America
HERD icon

Bank of America’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Bank of America’s Portfolio HERD Stock Details HERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-173
Closed -$6.89K – 8486
2025
Q2 		$6.89K Sell
173
-205
-54% -$7.74K ﹤0.01% 7254
2025
Q1 		$14.2K Buy
+378
New +$14.6K ﹤0.01% 7044

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ARG
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Rockefeller Capital Management
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CCFM
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CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return