Stock
Reported value
$399.7M
Holders
22
+0 new · −2 exited
Holders’ est. mark
$807K
Price effect on 8 books still in the name
Largest holder
$202.6M
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/ | 1.9M | $202.6M | — | Held |
| MORGAN STANLEY | 1.35M | $143.9M | — | Held |
| BARCLAYS PLC | 413.7K | $44M | $588K | Added$33.2M |
| Sanctuary Advisors, LLC | 24.9K | $2.66M | $135.3K | Added$158.9K |
| Polar Asset Management Partners Inc. | 22.1K | $2.36M | — | Held |
| PEAK6 LLC | 7.51K | $799.7K | $34.4K | Added$163.9K |
| Lindenwold Advisors, INC | 6.89K | $733.4K | — | Held |
| Swiss Life Asset Management Ltd | 6.3K | $670.6K | $19.5K | Added$310K |
| Painted Porch Advisors LLC | 5.84K | $621.5K | — | Held |
| CROSSPOINT FINANCIAL, LLC | 3.28K | $349.1K | — | Held |
| Cresset Asset Management, LLC | 2.65K | $282.2K | $12.8K | Added$48.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.36K | $251K | $12.9K | Cut−$17.4K |
| IFP Advisors, Inc | 1.98K | $210.8K | — | Held |
| Allworth Financial LP | 899 | $95.7K | — | Held |
| Essential Partners LLC | 729 | $77.6K | $3.8K | Added$7.42K |
| Boreal Capital Management LLC | 59 | $6.28K | — | Held |
| Prestige Wealth Management Group LLC | 40 | $4.26K | $218 | Added$218 |
| Cape Investment Advisory, Inc. | 29 | $3.09K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 28.8K | $3.06K | — | Held |
| Principia Wealth Advisory, LLC | 6 | $639 | — | Held |
| Kilter Group LLC | 5 | $533 | — | Held |
| KBC Group NV | 3.91K | $416 | — | Held |
Who left
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.