Stock
Reported value
$23.3M
Holders
15
+2 new · −3 exited
Holders’ est. mark
$388K
Price effect on 12 books still in the name
Largest holder
$10.1M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
- Fidelity0.0% · $4.89K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 270.3K | $10.1M | $83.9K | Added$2.44M |
| BAILARD, INC. | 121.1K | $4.53M | $47.9K | Added$162.9K |
| OLD MISSION CAPITAL LLC | 71K | $2.65M | $28.8K | Cut−$454.3K |
| Brio Consultants, LLC | 48.1K | $2.06M | $201.6K | Added$773.9K |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 47K | $1.76M | $19.1K | Cut−$6.61K |
| ROYAL BANK OF CANADA | 35.4K | $1.32M | $378 | Added$1.31M |
| LPL Financial LLC | 8.37K | $313K | — | New |
| TRUIST FINANCIAL CORP | 7.04K | $263.4K | $2.63K | Added$23.3K |
| ENVESTNET ASSET MANAGEMENT INC | 7.04K | $263.4K | $2.63K | Added$23.3K |
| Farther Finance Advisors, LLC | 1.24K | $46.7K | $899 | Cut−$6.91K |
| FLOW TRADERS U.S. LLC | 304K | $11.4K | $123 | Cut−$601 |
| WELLS FARGO & COMPANY/MN | 256 | $9.58K | — | Added$9.57K |
| American Capital Advisory, LLC | 171 | $6.39K | $69 | Added$69 |
| Fidelity | 131 | $4.89K | — | New |
| MORGAN STANLEY | 1 | $57 | $4 | Added$4 |
Who left
- Systelligence, LLC$7.63M
- GOLDMAN SACHS GROUP INC$502.6K
- Citadel$439.1K
Positions as of Q1 2026. 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.