Stock
Reported value
$304.3M
Holders
17
+1 new · −0 exited
Holders’ est. mark
−$8.26M
Price effect on 7 books still in the name
Largest holder
$160.5M
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/ | 3.31M | $160.5M | — | Held |
| MORGAN STANLEY | 1.53M | $74M | — | Held |
| BARCLAYS PLC | 1.32M | $64M | −$7.56M | Added$2.23M |
| Swiss Life Asset Management Ltd | 56K | $2.72M | −$348.3K | Cut−$129.9K |
| OP Asset Management Ltd | 31.7K | $1.54M | −$214.5K | Cut−$214.5K |
| Cresset Asset Management, LLC | 11.2K | $542.6K | −$61.6K | Added$39.6K |
| Sanctuary Advisors, LLC | 7.58K | $367.1K | −$49.4K | Cut−$36K |
| Virtue Capital Management, LLC | 2.38K | $336K | — | Held |
| Leonteq Securities AG | 2.99K | $144.7K | −$20.2K | Cut−$70.3K |
| Allworth Financial LP | 1.82K | $88.2K | — | Held |
| IFP Advisors, Inc | 155 | $7.51K | — | Held |
| Prestige Wealth Management Group LLC | 107 | $5.18K | −$723 | Cut−$723 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 60.9K | $2.95K | — | Held |
| KBC Group NV | 54.3K | $2.63K | — | Held |
| Aventura Private Wealth, LLC | 20 | $969 | — | New |
| MV CAPITAL MANAGEMENT, INC. | 8 | $388 | — | Held |
| Principia Wealth Advisory, LLC | 7 | $339 | — | 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.