Stock
Reported value
$1.3M
Holders
5
+0 new · −0 exited
Holders’ est. mark
$13K
Price effect on 2 books still in the name
Largest holder
$465.4K
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/ | 12.6K | $465.4K | — | Held |
| MORGAN STANLEY | 11.9K | $439.6K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 2.49K | $249.2K | — | Held |
| BARCLAYS PLC | 3.89K | $143.5K | $13K | Cut−$37.1K |
| Essential Partners LLC | 2 | $74 | $3 | Added$40 |
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.