Stock
Reported value
$134.9M
Holders
17
+0 new · −0 exited
Holders’ est. mark
$1.24M
Price effect on 10 books still in the name
Largest holder
$50.5M
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/ | 566.2K | $50.5M | — | Held |
| Wealthspire Retirement, LLC | 454.2K | $40.5M | — | Held |
| MORGAN STANLEY | 333.8K | $29.8M | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 51K | $4.54M | $454.4K | Added$512.2K |
| Bawa N Mallick Trust | 43K | $3.83M | $388.3K | Added$388.3K |
| Flavin Financial Services, Inc. | 15.3K | $1.37M | $138.6K | Added$108.6K |
| IFP Advisors, Inc | 13.9K | $1.24M | — | Held |
| Sanctuary Advisors, LLC | 10.3K | $915.9K | $83.5K | Added$175.5K |
| Cresset Asset Management, LLC | 6.09K | $542.7K | $54.9K | Added$55.5K |
| Savant Capital, LLC | 5.74K | $511.5K | $41.5K | Added$143.5K |
| Principia Wealth Advisory, LLC | 3.89K | $347K | — | Held |
| Pine Valley Investments Ltd Liability Co | 3.18K | $283.4K | $28.7K | Added$21.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | 2.85K | $253.9K | $25.7K | Cut−$29.7K |
| BARCLAYS PLC | 1.9K | $169.3K | $17.2K | Added$17.2K |
| Allworth Financial LP | 1.53K | $136.4K | — | Held |
| Nalls Sherbakoff Group, LLC | 800 | $71.3K | $7.22K | Added$7.22K |
| EVOLUTION WEALTH MANAGEMENT INC. | 254 | $22.6K | — | 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.