Stock
Reported value
$30.1M
Holders
49
+8 new · −3 exited
Holders’ est. mark
−$2.12M
Price effect on 41 books still in the name
Largest holder
$3.96M
BANK OF AMERICA CORP /DE/
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 177.3K | $3.96M | −$125.8K | Cut−$13.2K |
| COURIER CAPITAL LLC | 168.3K | $3.76M | −$114.1K | Added$154.9K |
| MORGAN STANLEY | 128.5K | $2.87M | −$89.1K | Added$57.2K |
| Cerity Partners LLC | 103.7K | $2.32M | −$22.7K | Added$1.6M |
| Payne Capital Management, LLC | 75.6K | $1.69M | −$54.1K | Cut−$23.3K |
| WELLS FARGO & COMPANY/MN | 71.7K | $1.6M | −$52.4K | Cut−$168.9K |
| Beacon Pointe Advisors, LLC | 68.6K | $1.53M | −$50.1K | Cut−$839.7K |
| Old Port Advisors | 54.6K | $1.22M | −$39.8K | Cut−$381.3K |
| Wealthfront Advisers LLC | 52K | $1.16M | −$16.3K | Added$648.7K |
| Lido Advisors, LLC | 44.8K | $1M | −$27.3K | Added$56K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.5K | $905.6K | −$23.9K | Added$148.7K |
| JANE STREET GROUP, LLC | 38.8K | $866.7K | −$28.3K | Cut−$402.4K |
| Dunhill Financial, LLC | 35.6K | $796.1K | −$4.62K | Added$649.9K |
| Citadel | 24.2K | $541K | −$8.93K | Added$258.6K |
| AE Wealth Management LLC | 24K | $537.7K | −$2.85K | Added$447.5K |
| Invesco Ltd. | 17.6K | $392.7K | −$12.8K | Cut−$18K |
| LPL Financial LLC | 17.5K | $391.9K | −$12.8K | Cut−$884K |
| Creative Planning | 16K | $358.4K | −$11.7K | Cut−$36.8K |
| Prosperity Planning, Inc. | 15.9K | $354.7K | −$10.8K | Added$11.6K |
| OSAIC HOLDINGS, INC. | 15.8K | $352.2K | −$3.7K | Added$235.1K |
| Financial Alternatives, Inc | 15.4K | $343.5K | −$11.2K | Cut−$11.2K |
| WESTBOURNE INVESTMENTS, INC. | 13.9K | $310.4K | −$7.82K | Added$63.1K |
| Bank of New York Mellon Corp | 13.6K | $304.4K | −$9.92K | Cut−$9.95K |
| Cetera Investment Advisers | 13.4K | $299.4K | −$9.3K | Added$5.44K |
| Ariadne Wealth Management, LP | 13K | $291.6K | −$36.8K | Cut−$36.8K |
| SBI Securities Co., Ltd. | 12.1K | $270.3K | −$8.43K | Added$3.83K |
| Upper Left Wealth Management, LLC | 10.8K | $241.2K | — | New |
| AWM CAPITAL, LLC | 10.7K | $238.8K | −$7.81K | Cut−$86K |
| Savvy Advisors, Inc. | 10.2K | $229K | −$7.48K | Cut−$56K |
| MERCER GLOBAL ADVISORS INC /ADV | 9.24K | $206.6K | −$6.75K | Cut−$14.7K |
| Private Wealth Management Group, LLC | 6.18K | $138.2K | −$4.51K | Cut−$4.51K |
| JONES FINANCIAL COMPANIES LLLP | 4.66K | $101.3K | — | New |
| UBS Group AG | 4.12K | $92.1K | −$3.01K | Cut−$70.9K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3.4K | $76.1K | −$2.48K | Cut−$2.48K |
| Parkside Financial Bank & Trust | 2.88K | $64.5K | −$2.11K | Cut−$1.88K |
| Gallagher Fiduciary Advisors, LLC | 1.31M | $58.6K | −$1.28M | Cut−$1.23M |
| Stone House Investment Management, LLC | 2.19K | $48.9K | −$1.56K | Cut−$152 |
| IFP Advisors, Inc | 1.01K | $22.6K | −$737 | Cut−$737 |
| BLAIR WILLIAM & CO/IL | 923 | $20.6K | −$674 | Cut−$674 |
| CITIGROUP INC | 882 | $19.7K | −$643 | Cut−$643 |
| Fidelity | 681 | $15.2K | −$497 | Cut−$543 |
| FIFTH THIRD BANCORP | 446 | $9.97K | — | New |
| Advisory Services Network, LLC | 300 | $6.71K | — | New |
| EverSource Wealth Advisors, LLC | 275 | $6.15K | −$201 | Cut−$201 |
| Financial Freedom, LLC | 108 | $2.42K | — | New |
| FLOW TRADERS U.S. LLC | 64.7K | $1.45K | — | New |
| JPMORGAN CHASE & CO | 55 | $1.2K | — | New |
| Princeton Global Asset Management LLC | 15 | $335 | −$11 | Cut−$11 |
| NATIXIS ADVISORS, LLC | 12.3K | $275 | — | 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.