C
BOC icon

Covestor’s Boston Omaha BOC Stock Holding History

Covestor’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 		$139K Sell
11,894
-187
-2% -$2.31K 0.1% 165
2025
Q4 		$149K Sell
12,081
-985
-8% -$12.8K 0.08% 345
2025
Q3 		$171K Buy
13,066
+4,194
+47% +$56.3K 0.09% 276
2025
Q2 		$125K Buy
8,872
+3,477
+64% +$50.7K 0.07% 419
2025
Q1 		$79K Buy
5,395
+3,181
+144% +$45.7K 0.05% 621
2024
Q4 		$31K Buy
2,214
+334
+18% +$4.96K 0.02% 1017
2024
Q3 		$28K Buy
1,880
+403
+27% +$5.61K 0.02% 1083
2024
Q2 		$20K Buy
+1,477
New +$21.8K 0.01% 1193
2023
Q2 		– Sell
-1
Closed – – 2146
2023
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 2036

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