Stock
Reported value
$75.5M
Holders
12
+0 new · −0 exited
Holders’ est. mark
−$632.3K
Price effect on 3 books still in the name
Largest holder
$39M
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/ | 1.75M | $39M | — | Held |
| MORGAN STANLEY | 1.48M | $33M | — | Held |
| BARCLAYS PLC | 141.4K | $3.15M | −$629.2K | Cut−$6.63M |
| Penn Mutual Asset Management | 12.8K | $285.1K | — | Held |
| Aventura Private Wealth, LLC | 628 | $14K | −$2.77K | Cut−$2.57K |
| Allworth Financial LP | 254 | $5.66K | — | Held |
| IFP Advisors, Inc | 176 | $3.92K | — | Held |
| Kilter Group LLC | 148 | $3.3K | — | Held |
| Medallion Wealth Advisors, LLC | 62 | $1.39K | −$277 | Cut−$255 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 27.5K | $612 | — | Held |
| Boreal Capital Management LLC | 0 | $200 | — | Held |
| KBC Group NV | 3.9K | $87 | — | 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.