Commonwealth Equity Services
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Commonwealth Equity Services’s Boston Omaha BOC Stock Holding History

Commonwealth Equity Services’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
2024
Q4 		– Sell
-23,428
Closed -$348K – 4106
2024
Q3 		$348K Buy
23,428
+1,979
+9% +$27.6K ﹤0.01% 3216
2024
Q2 		$289K Buy
21,449
+925
+5% +$13.7K ﹤0.01% 3325
2024
Q1 		$317K Sell
20,524
-1,023
-5% -$16.1K ﹤0.01% 3222
2023
Q4 		$339K Buy
21,547
+30
+0.1% +$455 ﹤0.01% 3069
2023
Q3 		$353K Sell
21,517
-4,420
-17% -$79.3K ﹤0.01% 2887
2023
Q2 		$488K Buy
25,937
+581
+2% +$11.8K ﹤0.01% 2644
2023
Q1 		$600 Buy
25,356
+1,279
+5% +$31.8K ﹤0.01% 2391
2022
Q4 		$638K Buy
24,077
+3,425
+17% +$89.8K ﹤0.01% 2274
2022
Q3 		$475K Sell
20,652
-106
-0.5% -$2.63K ﹤0.01% 2447
2022
Q2 		$428K Buy
20,758
+3,604
+21% +$78.9K ﹤0.01% 2528
2022
Q1 		$435K Buy
17,154
+10,093
+143% +$275K ﹤0.01% 2631
2021
Q4 		$202K Buy
+7,061
New +$230K ﹤0.01% 3298

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
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
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 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

Commonwealth Equity Services's BOC Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Boston Omaha (BOC) in Q4 2024, closing a stake of 23,428 shares — an estimated $348K sold.

Commonwealth Equity Services first reported a position in BOC in Q4 2021 and held it in 12 quarters. The position peaked at $638K in Q4 2022. 130 funds tracked by Wall St. Rank hold BOC as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Boston Omaha position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 23,428 Boston Omaha shares in Q4 2024, an estimated $348K.
  • Commonwealth Equity Services first reported a position in Boston Omaha in Q4 2021 and held it in 12 quarters.
  • Commonwealth Equity Services's Boston Omaha position peaked at $638K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.