Stock
Reported value
$65.5M
Holders
17
+4 new · −0 exited
Holders’ est. mark
−$1.25M
Price effect on 4 books still in the name
Largest holder
$27.1M
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/ | 5.23M | $27.1M | — | Held |
| MORGAN STANLEY | 5.05M | $26.2M | — | Held |
| BARCLAYS PLC | 1.59M | $8.21M | −$1.19M | Cut−$1.66M |
| TUDOR INVESTMENT CORP ET AL | 426K | $2.21M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 13.7K | $988.8K | — | Held |
| Henshaw Capital LLC | 64.2K | $332.7K | −$48.2K | Cut−$185.8K |
| MIRABELLA FINANCIAL SERVICES LLP | 29K | $150.5K | — | Held |
| Sanctuary Advisors, LLC | 16.4K | $134.9K | — | New |
| Swiss Life Asset Management Ltd | 16.3K | $84.7K | — | New |
| DGS Capital Management, LLC | 15K | $77.7K | — | New |
| Savant Capital, LLC | 11.7K | $60.7K | −$7.94K | Cut−$2.1K |
| Allworth Financial LP | 1.42K | $7.37K | — | Held |
| Essential Partners LLC | 606 | $3.14K | −$454 | Cut−$1.59K |
| IFP Advisors, Inc | 197 | $1.02K | — | Held |
| Prestige Wealth Management Group LLC | 178 | $923 | — | New |
| Strategic Investment Solutions, Inc. /IL | 30 | $155 | — | Held |
| KBC Group NV | 13.2K | $68 | — | 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.