Stock
Reported value
$61.3M
Holders
8
+0 new · −1 exited
Holders’ est. mark
$9.48K
Price effect on 3 books still in the name
Largest holder
$45.9M
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/ | 1.96M | $45.9M | — | Held |
| MORGAN STANLEY | 548.4K | $12.8M | — | Held |
| Claris Financial LLC | 53.8K | $1.26M | — | Held |
| Sanctuary Advisors, LLC | 33.4K | $779.9K | $6.68K | Cut−$5.77M |
| Triumph Capital Management | 17.3K | $405.5K | $2.78K | Added$83.1K |
| IFP Advisors, Inc | 3.8K | $88.8K | — | Held |
| Allworth Financial LP | 500 | $11.7K | — | Held |
| VIRTUS ADVISERS, LLC | 135 | $3.16K | $24 | Added$258 |
Who left
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.