Stock
Reported value
$210.7M
Holders
10
+1 new · −0 exited
Holders’ est. mark
$3.94K
Price effect on 2 books still in the name
Largest holder
$122.9M
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/ | 5.55M | $122.9M | — | Held |
| MORGAN STANLEY | 2.91M | $64.4M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 798.1K | $17.7M | — | Held |
| IFP Advisors, Inc | 126.7K | $2.81M | — | Held |
| Farmers National Bank | 46.5K | $1.03M | — | Held |
| Gilbert Capital Group, Inc. | 23.4K | $518.4K | — | Held |
| Allworth Financial LP | 23.3K | $515.3K | — | Held |
| Sanctuary Advisors, LLC | 22.3K | $494.7K | — | New |
| NWAM LLC | 12.8K | $283.8K | $3.93K | Added$6.24K |
| Aventura Private Wealth, LLC | 58 | $1.28K | $10 | Added$10 |
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.