Stock
Reported value
$160.8M
Holders
8
+2 new · −0 exited
Holders’ est. mark
$47.4K
Price effect on 1 books still in the name
Largest holder
$83.9M
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/ | 3M | $83.9M | — | Held |
| MORGAN STANLEY | 2.72M | $76M | — | Held |
| Savant Capital, LLC | 17.3K | $484.5K | $47.4K | Added$85.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | 11K | $308.4K | — | New |
| Allworth Financial LP | 1.02K | $28.6K | — | Held |
| Essential Partners LLC | 192 | $5.37K | — | New |
| IFP Advisors, Inc | 155 | $4.34K | — | Held |
| Principia Wealth Advisory, LLC | 78 | $2.18K | — | 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.