Stock
Reported value
$217M
Holders
15
+2 new · −1 exited
Holders’ est. mark
−$364.2K
Price effect on 4 books still in the name
Largest holder
$132.2M
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/ | 1.09M | $132.2M | — | Held |
| MORGAN STANLEY | 568K | $68.7M | — | Held |
| BARCLAYS PLC | 95.7K | $11.6M | −$297.1K | Added$5.69M |
| AIA Group Ltd | 11.1K | $1.34M | — | Held |
| Tevis Investment Management | 7.17K | $867.4K | — | Held |
| VIRTUS ADVISERS, LLC | 6.91K | $835.7K | −$40.3K | Added$37.8K |
| Essential Partners LLC | 5.77K | $698.4K | −$26.8K | Added$167.8K |
| Swiss Life Asset Management Ltd | 2.4K | $289.8K | — | New |
| Allworth Financial LP | 1.67K | $201.7K | — | Held |
| IFP Advisors, Inc | 822 | $99.5K | — | Held |
| PEAK6 LLC | 623 | $75.4K | — | New |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11.9K | $1.44K | — | Held |
| Medallion Wealth Advisors, LLC | 10 | $1.21K | −$88 | Cut−$88 |
| Principia Wealth Advisory, LLC | 3 | $363 | — | Held |
| KBC Group NV | 1.64K | $198 | — | Held |
Who left
- OP Asset Management Ltd$1.17M
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.