Stock
Reported value
$155.6M
Holders
19
+3 new · −0 exited
Holders’ est. mark
$4.87M
Price effect on 7 books still in the name
Largest holder
$65M
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/ | 504.1K | $65M | — | Held |
| MORGAN STANLEY | 446.7K | $57.6M | — | Held |
| BARCLAYS PLC | 148.9K | $19.2M | $3.07M | Added$5.84M |
| Savant Capital, LLC | 53.1K | $6.85M | $1.28M | Added$863.4K |
| OP Asset Management Ltd | 17.1K | $2.21M | $412K | Added$229.4K |
| PEAK6 LLC | 15K | $1.94M | — | New |
| IFP Advisors, Inc | 8.92K | $1.15M | — | Held |
| Sanctuary Advisors, LLC | 4.26K | $549.6K | $71.2K | Added$240K |
| Cresset Asset Management, LLC | 2.52K | $324.2K | — | New |
| Swiss Life Asset Management Ltd | 2.42K | $311.7K | — | New |
| Allworth Financial LP | 1.34K | $172.4K | — | Held |
| Essential Partners LLC | 1.15K | $148.5K | $8.45K | Added$111.7K |
| Leonteq Securities AG | 1.15K | $148.4K | $27.7K | Cut−$77.9K |
| Clark Wealth Partners | 18 | $1.97K | $13 | Added$1.65K |
| WFA of San Diego, LLC | 15 | $1.93K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 10 | $1.29K | — | Held |
| Kilter Group LLC | 5 | $645 | — | Held |
| KBC Group NV | 3.29K | $424 | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 2.3K | $297 | — | 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.