Stock
Reported value
$176.3M
Holders
10
+0 new · −0 exited
Holders’ est. mark
$943.2K
Price effect on 5 books still in the name
Largest holder
$98.4M
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/ | 2.22M | $98.4M | — | Held |
| Prestige Wealth Management Group LLC | 634.6K | $28.1M | $401.9K | Added$692.2K |
| Savant Capital, LLC | 613.4K | $27.2M | $392.6K | Cut−$409.6K |
| HOWARD BAILEY SECURITIES, LLC | 240.7K | $10.7M | $134K | Added$1.52M |
| MORGAN STANLEY | 235.9K | $10.4M | — | Held |
| Sanctuary Advisors, LLC | 22.3K | $989.1K | $14.3K | Added$10.7K |
| IFP Advisors, Inc | 5.86K | $259.4K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 5.08K | $224.9K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 464 | $20.6K | $309 | Added$353 |
| Allworth Financial LP | 332 | $14.7K | — | 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.