Stock
Reported value
$326.3M
Holders
14
+2 new · −1 exited
Holders’ est. mark
$1.54M
Price effect on 4 books still in the name
Largest holder
$181.2M
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/ | 960.8K | $181.2M | — | Held |
| MORGAN STANLEY | 572.2K | $107.9M | — | Held |
| Cambria Investment Management, L.P. | 76.6K | $14.5M | — | Held |
| Allworth Financial LP | 47.2K | $8.9M | — | Held |
| BARCLAYS PLC | 43.4K | $8.18M | $1.29M | Cut−$10.6M |
| TUDOR INVESTMENT CORP ET AL | 18.1K | $3.41M | — | Held |
| Sanctuary Advisors, LLC | 7.19K | $1.36M | $213.1K | Added$125.3K |
| Swiss Life Asset Management Ltd | 1.93K | $364.8K | — | New |
| DGS Capital Management, LLC | 1.82K | $344.1K | $40.5K | Added$126.9K |
| IFP Advisors, Inc | 232 | $43.8K | — | Held |
| Essential Partners LLC | 108 | $20.4K | — | New |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 8.9K | $1.68K | — | Held |
| Prestige Wealth Management Group LLC | 6 | $1.13K | $178 | Added$178 |
| KBC Group NV | 1.31K | $247 | — | Held |
Who left
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.