EWA
BOC icon

EverSource Wealth Advisors’s Boston Omaha BOC Stock Holding History

EverSource Wealth Advisors’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 		$7.22K Buy
618
+10
+2% +$123 ﹤0.01% 3088
2025
Q4 		$7.52K Buy
+608
New +$7.92K ﹤0.01% 2934
2025
Q3 		– Sell
-929
Closed -$13K – 4335
2025
Q2 		$13K Buy
+929
New +$13.5K ﹤0.01% 2628
2025
Q1 		– Sell
-2
Closed -$28 – 4043
2024
Q4 		$28 Sell
2
-39
-95% -$580 ﹤0.01% 3687
2024
Q3 		$610 Sell
41
-22
-35% -$306 ﹤0.01% 2826
2024
Q2 		$926 Buy
+63
New +$932 ﹤0.01% 2755
2023
Q4 		– Sell
-58
Closed -$951 – 2649
2023
Q3 		$951 Buy
+58
New +$1.04K ﹤0.01% 2246

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