Stock
Reported value
$1.5M
Holders
8
+0 new · −0 exited
Holders’ est. mark
−$155.5K
Price effect on 4 books still in the name
Largest holder
$490.7K
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/ | 348K | $490.7K | — | Held |
| MORGAN STANLEY | 271K | $382.1K | — | Held |
| BARCLAYS PLC | 221.2K | $311.9K | −$121.7K | Cut−$156.5K |
| SUMMIT WEALTH GROUP LLC / CO | 2.33K | $225.3K | — | Held |
| Sanctuary Advisors, LLC | 36.5K | $51.5K | −$20K | Cut−$19.7K |
| Leonteq Securities AG | 25K | $35.3K | −$13.8K | Cut−$13.8K |
| Allworth Financial LP | 851 | $1.2K | — | Held |
| Medallion Wealth Advisors, LLC | 242 | $341 | −$119 | Cut−$119 |
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.