Stock
Reported value
$17.4M
Holders
11
+2 new · −0 exited
Holders’ est. mark
$185K
Price effect on 4 books still in the name
Largest holder
$7.37M
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/ | 1.78M | $7.37M | — | Held |
| MORGAN STANLEY | 1.69M | $7M | — | Held |
| BARCLAYS PLC | 608.7K | $2.53M | $176.5K | Cut−$404.9K |
| Cresset Asset Management, LLC | 52.7K | $218.9K | $3.77K | Added$168.7K |
| OP Asset Management Ltd | 32.6K | $135.2K | — | New |
| Swiss Life Asset Management Ltd | 14.6K | $60.7K | — | New |
| Sanctuary Advisors, LLC | 14K | $58.1K | $3.99K | Added$5.01K |
| Strategic Investment Solutions, Inc. /IL | 2.52K | $10.5K | — | Held |
| Medallion Wealth Advisors, LLC | 1.86K | $7.74K | $709 | Added$709 |
| Allworth Financial LP | 1.08K | $4.47K | — | Held |
| KBC Group NV | 13.7K | $57 | — | 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.