Stock
Reported value
$66.3M
Holders
13
+1 new · −0 exited
Holders’ est. mark
$586.1K
Price effect on 4 books still in the name
Largest holder
$26.6M
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/ | 1.04M | $26.6M | — | Held |
| MORGAN STANLEY | 967.6K | $24.9M | — | Held |
| BARCLAYS PLC | 405.2K | $10.4M | $534.8K | Added$1.75K |
| RIA Advisory Group LLC | 89.8K | $2.31M | — | Held |
| Invst, LLC | 30.3K | $779.3K | — | Held |
| Henshaw Capital LLC | 27.9K | $717.3K | $36.8K | Cut−$214.2K |
| Savant Capital, LLC | 11.1K | $284.9K | $13.3K | Added$38.4K |
| Swiss Life Asset Management Ltd | 7.79K | $200.3K | — | New |
| IFP Advisors, Inc | 1.39K | $35.8K | — | Held |
| Essential Partners LLC | 1.18K | $30.2K | $1.06K | Added$10.6K |
| Allworth Financial LP | 357 | $9.18K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 30.7K | $789 | — | Held |
| KBC Group NV | 5.63K | $145 | — | 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.