Stock
Reported value
$88.5M
Holders
10
+1 new · −0 exited
Holders’ est. mark
$38.7K
Price effect on 3 books still in the name
Largest holder
$76.1M
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/ | 1.61M | $76.1M | — | Held |
| MORGAN STANLEY | 240.3K | $11.4M | — | Held |
| Sanctuary Advisors, LLC | 10.9K | $513.6K | $37.4K | Added$26.4K |
| IFP Advisors, Inc | 5.69K | $269.3K | — | Held |
| Swiss Life Asset Management Ltd | 4.68K | $221.5K | — | New |
| Allworth Financial LP | 302 | $14.3K | — | Held |
| Essential Partners LLC | 205 | $9.7K | $708 | Added$708 |
| BARCLAYS PLC | 156 | $7.38K | $537 | Cut−$4.68M |
| Cape Investment Advisory, Inc. | 121 | $5.73K | — | Held |
| KBC Group NV | 2.6K | $123 | — | 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.