Stock
Reported value
$376.3M
Holders
19
+2 new · −0 exited
Holders’ est. mark
$5.33M
Price effect on 7 books still in the name
Largest holder
$216.6M
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/ | 2.57M | $216.6M | — | Held |
| MORGAN STANLEY | 1.07M | $90.3M | — | Held |
| BARCLAYS PLC | 391.3K | $33M | $5.06M | Added$11.8M |
| Greenstone Partners & Co., LLC | 272K | $22.9M | — | Held |
| Hudson Bay Capital Management LP | 66.2K | $5.59M | — | Held |
| Cresset Asset Management, LLC | 50.4K | $4.25M | $73.6K | Added$3.94M |
| SUMMIT WEALTH GROUP LLC / CO | 12.2K | $1.3M | — | Held |
| PEAK6 LLC | 11K | $924.7K | $51.9K | Added$707.9K |
| Swiss Life Asset Management Ltd | 9.06K | $764.5K | $79.7K | Added$431.2K |
| National Philanthropic Trust | 3.47K | $292.8K | $56.5K | Cut−$24.5K |
| Sanctuary Advisors, LLC | 2.77K | $233.7K | — | New |
| IFP Advisors, Inc | 591 | $49.8K | — | Held |
| Allworth Financial LP | 378 | $31.9K | — | Held |
| Clark Wealth Partners | 341 | $30.4K | $7.24K | Cut−$519 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 42.4K | $3.58K | — | Held |
| Aventura Private Wealth, LLC | 21 | $1.77K | $342 | Added$342 |
| Principia Wealth Advisory, LLC | 13 | $1.1K | — | Held |
| KBC Group NV | 5.77K | $487 | — | Held |
| Essential Partners LLC | 3 | $253 | — | New |
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.