Stock
Reported value
$133.8M
Holders
15
+1 new · −0 exited
Holders’ est. mark
$886.4K
Price effect on 4 books still in the name
Largest holder
$61.4M
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/ | 3.81M | $61.4M | — | Held |
| MORGAN STANLEY | 3.76M | $60.5M | — | Held |
| BARCLAYS PLC | 546.2K | $8.8M | $815.5K | Added$1.03M |
| SUMMIT WEALTH GROUP LLC / CO | 3.16K | $957.8K | — | Held |
| AIA Group Ltd | 52.6K | $846.8K | — | Held |
| Sanctuary Advisors, LLC | 25.5K | $410.8K | $38K | Added$48.7K |
| Savant Capital, LLC | 24.6K | $396K | $32.3K | Added$88.6K |
| Swiss Life Asset Management Ltd | 16.3K | $262.5K | — | New |
| Allworth Financial LP | 6.33K | $102K | — | Held |
| IFP Advisors, Inc | 4.69K | $75.5K | — | Held |
| Essential Partners LLC | 410 | $6.61K | $627 | Added$627 |
| Principia Wealth Advisory, LLC | 104 | $1.68K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 73.6K | $1.19K | — | Held |
| KBC Group NV | 11K | $177 | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 7 | $113 | — | 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.