Stock
Reported value
$38.7M
Holders
8
+0 new · −1 exited
Holders’ est. mark
−$100.6K
Price effect on 3 books still in the name
Largest holder
$19.4M
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/ | 736.8K | $19.4M | — | Held |
| MORGAN STANLEY | 636.6K | $16.8M | — | Held |
| BARCLAYS PLC | 88.5K | $2.33M | −$92K | Cut−$11.4M |
| DGS Capital Management, LLC | 8.36K | $219.9K | −$8.61K | Cut−$6.64K |
| Allworth Financial LP | 268 | $7.05K | — | Held |
| IFP Advisors, Inc | 67 | $1.76K | — | Held |
| Essential Partners LLC | 52 | $1.37K | −$11 | Added$1.07K |
| KBC Group NV | 1.93K | $51 | — | Held |
Who left
- Henshaw Capital LLC$279.9K
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.