Stock
Reported value
$7.19M
Holders
8
+2 new · −0 exited
Holders’ est. mark
−$82.1K
Price effect on 2 books still in the name
Largest holder
$5.88M
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/ | 1.01M | $5.88M | — | Held |
| MORGAN STANLEY | 144.2K | $837.9K | — | Held |
| BARCLAYS PLC | 41.8K | $243K | −$82K | Cut−$168.7K |
| Savant Capital, LLC | 20.2K | $117.1K | — | New |
| Sanctuary Advisors, LLC | 19K | $110.4K | — | New |
| IFP Advisors, Inc | 96 | $558 | — | Held |
| Essential Partners LLC | 42 | $244 | −$82 | Cut−$1.46K |
| Allworth Financial LP | 35 | $204 | — | 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.