Stock
Reported value
$6.54M
Holders
6
+0 new · −1 exited
Holders’ est. mark
$4.9K
Price effect on 2 books still in the name
Largest holder
$4.76M
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/ | 260.1K | $4.76M | — | Held |
| MORGAN STANLEY | 62.3K | $1.14M | — | Held |
| BARCLAYS PLC | 35K | $639.3K | $4.89K | Cut−$211.5K |
| IFP Advisors, Inc | 244 | $4.46K | — | Held |
| Essential Partners LLC | 222 | $4.06K | $3 | Added$3.75K |
| Allworth Financial LP | 59 | $1.08K | — | Held |
Who left
- DGS Capital Management, LLC$230.5K
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.