Stock
Reported value
$37.4M
Holders
6
+0 new · −0 exited
Holders’ est. mark
$500.9K
Price effect on 2 books still in the name
Largest holder
$14.4M
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/ | 1.01M | $14.4M | — | Held |
| MORGAN STANLEY | 978.1K | $13.9M | — | Held |
| Principia Wealth Advisory, LLC | 530.7K | $7.56M | — | Held |
| BARCLAYS PLC | 103.7K | $1.48M | $500.9K | Added$316.4K |
| Allworth Financial LP | 93 | $1.32K | — | Held |
| Essential Partners LLC | 11 | $157 | $53 | Added$53 |
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.