Stock
Reported value
$753.5M
Holders
20
+0 new · −0 exited
Holders’ est. mark
−$1.58M
Price effect on 8 books still in the name
Largest holder
$258.7M
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/ | 6.08M | $258.7M | — | Held |
| BARCLAYS PLC | 5.27M | $224.3M | −$1.21M | Added$134.2M |
| MORGAN STANLEY | 5.2M | $221.2M | — | Held |
| Savant Capital, LLC | 539.1K | $22.9M | −$312.7K | Cut−$324.7K |
| GROUPAMA ASSET MANAGMENT | 644K | $20.1M | — | Held |
| Swiss Life Asset Management Ltd | 85.1K | $3.62M | −$42.5K | Added$461.7K |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 38.9K | $1.65M | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 686 | $260K | — | Held |
| Womack Financial LLC | 5.6K | $238.3K | −$3.26K | Cut−$38.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5.5K | $234.1K | −$3.19K | Cut−$3.19K |
| Allworth Financial LP | 2.14K | $91K | — | Held |
| Medallion Wealth Advisors, LLC | 520 | $22.1K | −$1.71K | Cut−$1.71K |
| IFP Advisors, Inc | 452 | $19.2K | — | Held |
| KBC Group NV | 219.3K | $9.34K | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 165 | $7.03K | — | Held |
| Essential Partners LLC | 151 | $6.43K | −$53 | Added$2.54K |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22.4K | $953 | — | Held |
| Principia Wealth Advisory, LLC | 13 | $553 | — | Held |
| Prestige Wealth Management Group LLC | 9 | $384 | −$5 | Cut−$5 |
| FNY Investment Advisers, LLC | 2K | $85 | — | 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.