Stock
Reported value
$197.4M
Holders
14
+1 new · −1 exited
Holders’ est. mark
−$2.61M
Price effect on 4 books still in the name
Largest holder
$97.7M
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/ | 1.87M | $97.7M | — | Held |
| MORGAN STANLEY | 1.57M | $82.1M | — | Held |
| BARCLAYS PLC | 212.6K | $11.1M | −$2.24M | Added$1.56M |
| Hudson Bay Capital Management LP | 74.3K | $3.89M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 26.7K | $1.4M | −$318.8K | Added$38.1K |
| OP Asset Management Ltd | 9.71K | $508.1K | — | New |
| Swiss Life Asset Management Ltd | 5.54K | $290.1K | −$48.7K | Added$82.3K |
| IFP Advisors, Inc | 3.57K | $186.9K | — | Held |
| Allworth Financial LP | 3.31K | $173.4K | — | Held |
| WFA of San Diego, LLC | 300 | $15.7K | — | Held |
| MRP Capital Investments, LLC | 100 | $6.84K | — | Held |
| KBC Group NV | 3.13K | $164 | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 1 | $53 | — | Held |
| Essential Partners LLC | 1 | $52 | −$16 | Cut−$184.3K |
Who left
- Sanctuary Advisors, LLC$250.7K
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.