Stock
Reported value
$16.7M
Holders
8
+0 new · −0 exited
Holders’ est. mark
−$23.5K
Price effect on 2 books still in the name
Largest holder
$5.85M
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/ | 252.9K | $5.85M | — | Held |
| MORGAN STANLEY | 245.2K | $5.67M | — | Held |
| Value Aligned Research Advisors, LLC | 170.7K | $3.95M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 1.53K | $713.4K | — | Held |
| BARCLAYS PLC | 23.8K | $549.5K | −$23.5K | Cut−$207.6K |
| Allworth Financial LP | 81 | $1.87K | — | Held |
| Essential Partners LLC | 32 | $740 | −$24 | Added$161 |
| IFP Advisors, Inc | 27 | $625 | — | 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.