Stock
Reported value
$446.4M
Holders
20
+1 new · −0 exited
Holders’ est. mark
$14.6M
Price effect on 6 books still in the name
Largest holder
$178.2M
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/ | 966.7K | $178.2M | — | Held |
| MORGAN STANLEY | 909.9K | $167.8M | — | Held |
| BARCLAYS PLC | 169.8K | $31.3M | $6.2M | Added$9.16M |
| TUDOR INVESTMENT CORP ET AL | 132K | $24.3M | — | Held |
| Cresset Asset Management, LLC | 123.4K | $22.8M | $4.97M | Cut−$8.88K |
| Sanctuary Advisors, LLC | 83.6K | $15.4M | $3.37M | Added$3.02M |
| Norris Financial Group, LLC | 15.4K | $2.84M | — | New |
| MRP Capital Investments, LLC | 15.6K | $2.25M | — | Held |
| Swiss Life Asset Management Ltd | 4.2K | $773.6K | $95.3K | Added$433.1K |
| IFP Advisors, Inc | 2.55K | $469.6K | — | Held |
| Aventura Private Wealth, LLC | 271 | $50K | $4.72K | Added$33.1K |
| Allworth Financial LP | 252 | $46.5K | — | Held |
| Leonteq Securities AG | 217 | $40K | $8.75K | Cut−$3.35K |
| Strategic Investment Solutions, Inc. /IL | 200 | $36.9K | — | Held |
| WFA of San Diego, LLC | 200 | $36.9K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 186 | $34.3K | — | Held |
| AllSquare Wealth Management LLC | 76 | $14K | — | Held |
| Cape Investment Advisory, Inc. | 40 | $7.38K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 18.3K | $3.37K | — | Held |
| Principia Wealth Advisory, LLC | 2 | $369 | — | 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.