Stock
Reported value
$87.3M
Holders
14
+1 new · −0 exited
Holders’ est. mark
$268.1K
Price effect on 5 books still in the name
Largest holder
$52.7M
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/ | 409.1K | $52.7M | — | Held |
| MORGAN STANLEY | 230.8K | $29.7M | — | Held |
| BARCLAYS PLC | 16.5K | $2.12M | $129.6K | Cut−$7.21M |
| Sanctuary Advisors, LLC | 13.2K | $1.69M | $99.2K | Added$168.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | 4.42K | $569.6K | $34.8K | Added$34.8K |
| Swiss Life Asset Management Ltd | 2.1K | $270K | — | New |
| Medallion Wealth Advisors, LLC | 483 | $62.2K | $1.76K | Added$1K |
| Essential Partners LLC | 355 | $45.7K | $2.77K | Added$3.03K |
| Allworth Financial LP | 309 | $39.8K | — | Held |
| Boreal Capital Management LLC | 180 | $23.2K | — | Held |
| IFP Advisors, Inc | 148 | $19.1K | — | Held |
| KBC Group NV | 8.24K | $1.06K | — | Held |
| Principia Wealth Advisory, LLC | 5 | $644 | — | Held |
| FNY Investment Advisers, LLC | 14 | $1 | — | 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.