Stock
Reported value
$21.4M
Holders
8
+1 new · −0 exited
Holders’ est. mark
$171.7K
Price effect on 1 books still in the name
Largest holder
$7.18M
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/ | 315.4K | $7.18M | — | Held |
| MORGAN STANLEY | 269.6K | $6.14M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 122.5K | $4.51M | — | Held |
| TUDOR INVESTMENT CORP ET AL | 85.4K | $1.95M | — | Held |
| BARCLAYS PLC | 73.1K | $1.66M | $171.7K | Cut−$577.2K |
| Essential Partners LLC | 123 | $2.8K | — | New |
| IFP Advisors, Inc | 52 | $1.18K | — | Held |
| Allworth Financial LP | 19 | $433 | — | 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.