Stock
Reported value
$295.2M
Holders
16
+0 new · −1 exited
Holders’ est. mark
$231.3K
Price effect on 7 books still in the name
Largest holder
$166.2M
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/ | 1.53M | $166.2M | — | Held |
| MORGAN STANLEY | 901.8K | $97.7M | — | Held |
| BARCLAYS PLC | 165.6K | $17.9M | $115.1K | Added$12.3M |
| Alberta Investment Management Corp | 85.9K | $9.3M | $49.6K | Added$6.64M |
| Swiss Life Asset Management Ltd | 27.1K | $2.94M | $49.6K | Added$546.4K |
| Sanctuary Advisors, LLC | 5.71K | $619.3K | $12.3K | Added$18.6K |
| Savant Capital, LLC | 2.09K | $226.1K | $4.55K | Cut−$1.18K |
| SUMMIT WEALTH GROUP LLC / CO | 1.57K | $222K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 283 | $30.7K | — | Held |
| Allworth Financial LP | 178 | $19.3K | — | Held |
| IFP Advisors, Inc | 78 | $8.45K | — | Held |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 37.2K | $4.03K | — | Held |
| Boreal Capital Management LLC | 35 | $3.79K | — | Held |
| Medallion Wealth Advisors, LLC | 27 | $2.93K | $68 | Added$68 |
| Principia Wealth Advisory, LLC | 9 | $975 | — | Held |
| Essential Partners LLC | 5 | $542 | $11 | Added$11 |
Who left
- VIRTUS ADVISERS, LLC$238.4K
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.