Stock
Reported value
$15.8M
Holders
9
+1 new · −1 exited
Holders’ est. mark
$944.1K
Price effect on 2 books still in the name
Largest holder
$6.64M
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/ | 182.5K | $6.64M | — | Held |
| MORGAN STANLEY | 172.5K | $6.28M | — | Held |
| BARCLAYS PLC | 71.8K | $2.61M | $922K | Added$277.8K |
| Leonteq Securities AG | 3.21K | $117.2K | $22.2K | Added$77K |
| MRP Capital Investments, LLC | 3.35K | $78.9K | — | Held |
| Allworth Financial LP | 529 | $19.3K | — | Held |
| IFP Advisors, Inc | 367 | $13.4K | — | Held |
| KBC Group NV | 2.14K | $78 | — | Held |
| Essential Partners LLC | 1 | $36 | — | New |
Who left
- BRC Group Holdings, Inc.$556.4K
- Peak Planning Group, LLC$98.3K
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.