Stock
Reported value
$385.2M
Holders
21
+2 new · −0 exited
Holders’ est. mark
$2.83M
Price effect on 10 books still in the name
Largest holder
$227M
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/ | 1.87M | $227M | — | Held |
| MORGAN STANLEY | 1.16M | $140.4M | — | Held |
| BARCLAYS PLC | 75.3K | $9.14M | $1.52M | Cut−$1.44M |
| INDEPENDENT FINANCIAL GROUP, LLC | 26.5K | $3.22M | $303.3K | Added$1.7M |
| Sanctuary Advisors, LLC | 12.7K | $1.54M | $256.1K | Added$219.7K |
| Swiss Life Asset Management Ltd | 8.82K | $1.07M | $139.2K | Added$373.1K |
| Savant Capital, LLC | 3.92K | $475.8K | $79.2K | Cut−$18K |
| Leonteq Securities AG | 3.69K | $448.2K | $74.6K | Added$57.6K |
| BROADWATER CAPITAL MANAGEMENT LLC | 3.28K | $398.1K | $394.8K | Added$69.5K |
| Cresset Asset Management, LLC | 2.86K | $347K | $57K | Added$61.2K |
| MIRABELLA FINANCIAL SERVICES LLP | 2.34K | $284.5K | — | Held |
| NWAM LLC | 1.81K | $244.2K | — | New |
| Norris Financial Group, LLC | 1.96K | $238.2K | — | New |
| AllSquare Wealth Management LLC | 1.69K | $205.2K | — | Held |
| Provida Pension Fund Administrator | 642 | $77.9K | — | Held |
| Allworth Financial LP | 407 | $49.4K | — | Held |
| IFP Advisors, Inc | 69 | $8.37K | — | Held |
| Medallion Wealth Advisors, LLC | 32 | $3.87K | $640 | Added$640 |
| Essential Partners LLC | 31 | $3.76K | $606 | Added$727 |
| MV CAPITAL MANAGEMENT, INC. | 19 | $2.31K | — | Held |
| Scarborough Advisors, LLC | 12 | $1.51K | — | 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.