Stock
Reported value
$143.5M
Holders
18
+2 new · −1 exited
Holders’ est. mark
−$685.2K
Price effect on 7 books still in the name
Largest holder
$68M
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/ | 701.2K | $68M | — | Held |
| MORGAN STANLEY | 552.4K | $53.6M | — | Held |
| BARCLAYS PLC | 73.6K | $7.14M | −$292.8K | Cut−$273.8K |
| Kentucky Farm Bureau Mutual Insurance Co | 32K | $3.1M | −$127.7K | Cut−$127.7K |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 31.8K | $3.09M | −$127K | Cut−$127K |
| Sanctuary Advisors, LLC | 30.5K | $2.96M | −$121.7K | Cut−$162.3K |
| TUDOR INVESTMENT CORP ET AL | 28.2K | $2.74M | — | Held |
| ONTARIO TEACHERS PENSION PLAN BOARD | 11.9K | $1.16M | — | New |
| Allworth Financial LP | 7.55K | $732.3K | — | Held |
| Savant Capital, LLC | 2.98K | $288.7K | −$11.9K | Cut−$11.9K |
| Swiss Life Asset Management Ltd | 2.98K | $288.6K | — | New |
| OP Asset Management Ltd | 2.18K | $211.4K | −$1.85K | Added$164.5K |
| IFP Advisors, Inc | 1.48K | $143.9K | — | Held |
| Essential Partners LLC | 581 | $56.4K | −$2.32K | Cut−$12.3K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15K | $1.45K | — | Held |
| Principia Wealth Advisory, LLC | 3 | $291 | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 2 | $195 | — | Held |
| KBC Group NV | 1.78K | $173 | — | Held |
Who left
- Clark Wealth Partners$17.7K
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.