Stock
Reported value
$5.17M
Holders
5
+0 new · −0 exited
Holders’ est. mark
−$939.1K
Price effect on 2 books still in the name
Largest holder
$1.63M
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/ | 266.1K | $1.63M | — | Held |
| MORGAN STANLEY | 265.7K | $1.63M | — | Held |
| National Philanthropic Trust | 200K | $1.23M | −$614K | Cut−$614K |
| BARCLAYS PLC | 105.9K | $650.2K | −$325.1K | Cut−$444.8K |
| IFP Advisors, Inc | 4.73K | $29K | — | 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.