New Positions
0 managers initiated
Top five by reported value
No new institutional positions this quarter.
Bank of America Corporation NYQ:BAC-PS
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
0 new0 added3 reduced0 exited
Total Institutional Holders
3
as of 2025-12-31
Top Holder
Atlas Wealth LLC
$3.1M
Largest QoQ Increase
—
Largest QoQ Decrease
Atlas Wealth LLC
-20,270 sh
Reduced(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 165,712 | -20,270 | $3.1M | -$760.0K | -10.9% |
| TOWER BRIDGE ADVISORS | 25,100 | -1,500 | $464.4K | -$82.8K | -5.6% |
| WESBANCO BANK INC | 11,225 | -335 | $207.7K | -$30.1K | -2.9% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Atlas Wealth LLC | 165,712 | $3.1M | -20,270 | -10.9% |
| TOWER BRIDGE ADVISORS | 25,100 | $464.4K | -1,500 | -5.6% |
| WESBANCO BANK INC | 11,225 | $207.7K | -335 | -2.9% |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for BAC-PS against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.