Stock
Reported value
$174.6M
Holders
14
+2 new · −1 exited
Holders’ est. mark
$557.3K
Price effect on 6 books still in the name
Largest holder
$69.4M
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/ | 759.5K | $69.4M | — | Held |
| MORGAN STANLEY | 261.6K | $65.2M | — | Held |
| Alberta Investment Management Corp | 22M | $31.8M | — | New |
| BARCLAYS PLC | 29.8K | $7.42M | $725.4K | Cut−$690.6K |
| Severin Investments, LLC | 1.88K | $469.6K | $44.8K | Added$56.8K |
| VIRTUS ADVISERS, LLC | 55K | $323K | −$215K | Added$102.2K |
| Medallion Wealth Advisors, LLC | 84 | $20.9K | $1.89K | Added$1.89K |
| Allworth Financial LP | 33 | $8.22K | — | Held |
| IFP Advisors, Inc | 33 | $8.22K | — | Held |
| Essential Partners LLC | 17 | $4.24K | $73 | Added$3.56K |
| Aventura Private Wealth, LLC | 8 | $1.99K | $195 | Added$195 |
| KBC Group NV | 416 | $104 | — | Held |
Who left
- PEAK6 LLC$25.9K
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.