| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,839 | 249,000 | 54.28% | ||
| 2 | MORGAN STANLEY | 11,615 | 146,000 | 31.82% | ||
| 3 | CITIGROUP INC | 1,800 | 23,000 | 5.01% | ||
| 4 | UBS AG | 1,800 | 23,000 | 5.01% | ||
| 5 | ROYAL BANK OF CANADA | 700 | 9,000 | 1.96% | ||
| 6 | Winslow, Evans & Crocker, Inc. | 700 | 8,771 | 1.91% | ||
| 7 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
