Stock
Reported value
$156.8M
Holders
12
+1 new · −0 exited
Holders’ est. mark
$1.78M
Price effect on 5 books still in the name
Largest holder
$96.2M
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/ | 757.2K | $96.2M | — | Held |
| MORGAN STANLEY | 386K | $49M | — | Held |
| BARCLAYS PLC | 75.2K | $9.56M | $1.56M | Cut−$955.9K |
| Henshaw Capital LLC | 7.2K | $914.1K | $149.1K | Added$5.66K |
| Sanctuary Advisors, LLC | 3.38K | $428.7K | $70K | Cut−$25K |
| Lindenwold Advisors, INC | 2.26K | $287.1K | — | Held |
| Swiss Life Asset Management Ltd | 2.2K | $279.4K | — | New |
| Allworth Financial LP | 1.27K | $161.2K | — | Held |
| Medallion Wealth Advisors, LLC | 238 | $30.2K | $4.93K | Added$4.93K |
| Essential Partners LLC | 9 | $1.14K | $145 | Added$399 |
| IFP Advisors, Inc | 4 | $508 | — | Held |
| KBC Group NV | 1.48K | $188 | — | 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.