Stock
Reported value
$23.5M
Holders
12
+0 new · −0 exited
Holders’ est. mark
−$31.1K
Price effect on 5 books still in the name
Largest holder
$14.3M
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/ | 3.29M | $14.3M | — | Held |
| MORGAN STANLEY | 907.2K | $7.66M | — | Held |
| BARCLAYS PLC | 142.9K | $1.21M | −$25.7K | Cut−$480.2K |
| DGS Capital Management, LLC | 39.9K | $336.9K | −$6.22K | Added$38.9K |
| VIRTUS ADVISERS, LLC | 47K | $43.5K | $917 | Added$917 |
| Essential Partners LLC | 1.01K | $8.52K | −$13 | Added$7.91K |
| Allworth Financial LP | 801 | $6.76K | — | Held |
| Medallion Wealth Advisors, LLC | 115 | $971 | −$93 | Cut−$93 |
| IFP Advisors, Inc | 58 | $490 | — | Held |
| Kilter Group LLC | 58 | $490 | — | Held |
| FNY Investment Advisers, LLC | 1.02K | $8 | — | 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.