Stock
Reported value
$138.8M
Holders
11
+1 new · −0 exited
Holders’ est. mark
$2.28M
Price effect on 4 books still in the name
Largest holder
$66.5M
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/ | 2.35M | $66.5M | — | Held |
| MORGAN STANLEY | 1.55M | $43.8M | — | Held |
| BARCLAYS PLC | 778.4K | $22M | $1.85M | Cut−$542.3K |
| Alberta Investment Management Corp | 182K | $5.15M | $343.3K | Added$1.3M |
| Steadtrust LLC | 34.5K | $975.7K | $82.1K | Added$76.9K |
| Swiss Life Asset Management Ltd | 9.63K | $272.8K | — | New |
| IFP Advisors, Inc | 1.21K | $34.1K | — | Held |
| Allworth Financial LP | 310 | $8.77K | — | Held |
| Aventura Private Wealth, LLC | 286 | $8.08K | $679 | Added$84 |
| Scarborough Advisors, LLC | 10 | $283 | — | Held |
| Lipe & Dalton | 10.2K | $208 | — | 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.