Stock
Reported value
$1.03B
Holders
21
+1 new · −2 exited
Holders’ est. mark
−$65.4K
Price effect on 5 books still in the name
Largest holder
$569.4M
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/ | 9.54M | $569.4M | — | Held |
| MORGAN STANLEY | 7.39M | $441.2M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 319.2K | $19.1M | — | Held |
| BARCLAYS PLC | 35.4K | $2.11M | −$60.2K | Cut−$41.1M |
| Investment Research Partners LLC | 17.1K | $1.06M | — | Held |
| Saranac Partners Ltd | 11.1K | $675.7K | — | New |
| Keel Point, LLC | 7.08K | $422.6K | — | Held |
| Allworth Financial LP | 5.29K | $315.7K | — | Held |
| Innova Wealth Partners | 4.17K | $249K | — | Held |
| Medallion Wealth Advisors, LLC | 1.62K | $96.7K | −$2.75K | Cut−$2.75K |
| IFP Advisors, Inc | 1.45K | $86.5K | — | Held |
| Prestige Wealth Management Group LLC | 750 | $45.5K | −$1.28K | Cut−$1.28K |
| Aventura Private Wealth, LLC | 661 | $39.5K | −$1.12K | Cut−$53.2K |
| ADVISORS MANAGEMENT GROUP INC /ADV | 149K | $8.89K | — | Held |
| Boreal Capital Management LLC | 118 | $7.16K | — | Held |
| Strategic Investment Solutions, Inc. /IL | 100 | $5.97K | — | Held |
| Principia Wealth Advisory, LLC | 99 | $5.91K | — | Held |
| Nalls Sherbakoff Group, LLC | 50 | $2.98K | −$85 | Cut−$85 |
| SkyView Investment Advisors, LLC | 8.47K | $506 | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 1 | $60 | — | Held |
| Evolution Advisers, Inc. | 424 | $25 | — | Held |
Who left
- Peak Planning Group, LLC$211.8K
- Leonteq Securities AG$31.1K
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.