Stock
Reported value
$4.54M
Holders
9
+1 new · −1 exited
Holders’ est. mark
−$57.5K
Price effect on 2 books still in the name
Largest holder
$3.82M
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/ | 217.9K | $3.82M | — | Held |
| MORGAN STANLEY | 23.4K | $410.4K | — | Held |
| Sanctuary Advisors, LLC | 240.3K | $281K | −$57.9K | Added$209.7K |
| IFP Advisors, Inc | 1.48K | $25.9K | — | Held |
| Allworth Financial LP | 52 | $912 | — | Held |
| Strategic Investment Solutions, Inc. /IL | 37 | $648 | — | Held |
| BARCLAYS PLC | 33 | $578 | $372 | Cut−$52.9K |
| Painted Porch Advisors LLC | 7 | $123 | — | Held |
Who left
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.