Stock
Reported value
$202.4M
Holders
18
+3 new · −0 exited
Holders’ est. mark
$2.5M
Price effect on 5 books still in the name
Largest holder
$89.3M
BANK OF AMERICA CORP /DE/
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.13M | $89.3M | — | Held |
| MORGAN STANLEY | 1.3M | $54.5M | — | Held |
| Hudson Bay Capital Management LP | 820.2K | $34.5M | — | Held |
| BARCLAYS PLC | 310.4K | $13M | $1.64M | Cut−$117.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 133.2K | $5.6M | $702.2K | Added$589.3K |
| Allworth Financial LP | 41.4K | $1.74M | — | Held |
| Militia Capital Partners, LP | 19.1K | $802.4K | — | Held |
| Cresset Asset Management, LLC | 18.3K | $773.4K | $96.5K | Added$96.5K |
| SUMMIT WEALTH GROUP LLC / CO | 2.46K | $501.6K | — | Held |
| Fulcrum Equity Management | 9.9K | $416.1K | — | Held |
| Medallion Wealth Advisors, LLC | 9.32K | $391.4K | $53K | Added$53.3K |
| Swiss Life Asset Management Ltd | 7.14K | $300K | — | New |
| Sanctuary Advisors, LLC | 5.33K | $224.1K | — | New |
| Prestige Wealth Management Group LLC | 3.27K | $138.1K | $17.2K | Added$17.2K |
| IFP Advisors, Inc | 2.35K | $98.8K | — | Held |
| VIRTUS ADVISERS, LLC | 1.66K | $69.7K | — | New |
| Principia Wealth Advisory, LLC | 7 | $294 | — | Held |
| KBC Group NV | 4.89K | $205 | — | Held |
Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.