Stock
Reported value
$158.2M
Holders
10
+0 new · −0 exited
Holders’ est. mark
$828.7K
Price effect on 5 books still in the name
Largest holder
$77.3M
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/ | 3.24M | $77.3M | — | Held |
| MORGAN STANLEY | 2.78M | $66.3M | — | Held |
| BARCLAYS PLC | 556K | $13.3M | $772.8K | Cut−$14.3M |
| Henshaw Capital LLC | 21.9K | $522.9K | $30.4K | Cut−$153K |
| Sanctuary Advisors, LLC | 18.5K | $441.9K | $25.2K | Added$34.9K |
| IFP Advisors, Inc | 7.93K | $189.3K | — | Held |
| Allworth Financial LP | 4.7K | $112.1K | — | Held |
| Essential Partners LLC | 215 | $5.13K | $265 | Added$838 |
| Prestige Wealth Management Group LLC | 18 | $430 | $25 | Added$25 |
| KBC Group NV | 5.11K | $122 | — | 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.