Stock
Reported value
$190.1M
Holders
8
+0 new · −0 exited
Holders’ est. mark
$180.5K
Price effect on 3 books still in the name
Largest holder
$94M
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/ | 5.83M | $94M | — | Held |
| MORGAN STANLEY | 5.73M | $92.5M | — | Held |
| Sanctuary Advisors, LLC | 102.9K | $1.66M | $111.2K | Cut−$59.9K |
| Triumph Capital Management | 51K | $823.2K | $54.3K | Added$65.9K |
| PMG Family Office LLC | 32.7K | $527.1K | — | Held |
| Allworth Financial LP | 24K | $387.8K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 13.8K | $223.3K | $15K | Cut−$90.8K |
| IFP Advisors, Inc | 155 | $2.5K | — | 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.