Stock
Reported value
$773.5M
Holders
18
+1 new · −0 exited
Holders’ est. mark
−$2.05M
Price effect on 8 books still in the name
Largest holder
$466.8M
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/ | 9.35M | $466.8M | — | Held |
| MORGAN STANLEY | 4.66M | $232.7M | — | Held |
| BARCLAYS PLC | 1.17M | $58.6M | −$1.78M | Cut−$231.2K |
| Cresset Asset Management, LLC | 89K | $4.45M | −$138.8K | Cut−$190.9K |
| Militia Capital Partners, LP | 67K | $3.35M | — | Held |
| Sanctuary Advisors, LLC | 29K | $1.45M | −$30.8K | Added$435K |
| Allworth Financial LP | 26.4K | $1.32M | — | Held |
| National Philanthropic Trust | 25K | $1.25M | −$39K | Cut−$39K |
| SL ADVISORS, LLC | 17.7K | $883.1K | −$27.1K | Cut−$11.9K |
| Penn Mutual Asset Management | 14K | $697.8K | — | Held |
| Savant Capital, LLC | 12.8K | $637K | −$19.9K | Cut−$19.9K |
| Pine Valley Investments Ltd Liability Co | 7.67K | $383K | −$11.6K | Cut−$816 |
| Severin Investments, LLC | 6.93K | $346.2K | — | New |
| IFP Advisors, Inc | 4.93K | $246.4K | — | Held |
| Stillwater Wealth Management Group | 4.9K | $244.8K | — | Held |
| Aventura Private Wealth, LLC | 1.24K | $62.1K | −$1.94K | Cut−$1.94K |
| WFA of San Diego, LLC | 1K | $50K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 100 | $5K | — | 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.