Stock
Reported value
$32.5M
Holders
6
+1 new · −0 exited
Holders’ est. mark
—
Need a prior quarter
Largest holder
$16.6M
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/ | 806.4K | $16.6M | — | Held |
| MORGAN STANLEY | 720.7K | $14.8M | — | Held |
| IFP Advisors, Inc | 25.1K | $516.1K | — | Held |
| National Philanthropic Trust | 24.6K | $506.1K | — | New |
| AllSquare Wealth Management LLC | 1.07K | $22K | — | Held |
| Allworth Financial LP | 1.02K | $20.9K | — | 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.