Stock
Reported value
$2.43M
Holders
4
+2 new · −3 exited
Holders’ est. mark
−$87.8K
Price effect on 2 books still in the name
Largest holder
$2.12M
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/ | 93.3K | $2.12M | −$85.4K | Cut−$85.4K |
| WealthPlan Investment Management, LLC | 9.28K | $210.6K | — | New |
| OSAIC HOLDINGS, INC. | 4.24K | $96.4K | −$2.46K | Added$33.3K |
| UBS Group AG | 108 | $2.45K | — | New |
Who left
Positions as of Q1 2026. 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.