Skip to content
Disclosery

BANX ARROWMARK FINANCIAL CORP

Follow

COM (common), issuer CIK 1578987

36 managers (36 13F filers) reported a position in BANX shares at 2026-06-30, 1,766,302 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
36
13F filers
36
New
8
Added
6
Reduced
14
Sold out
6
Shares held by filers
1,766,302

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ArrowMark Colorado Holdings LLC884,834$17.3M0.72%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP139,071$2.72M<0.01%+10813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,069$2.56M<0.01%+17,23213F-HRTimelineGroup
Noble Wealth Management PBC107,197$2.1M0.96%+88413F-HRTimeline
Everstar Asset Management, LLC59,632$1.17M0.56%+12,28713F-HRTimeline
Closed-End Fund Advisors, Inc.54,650$1.07M1.04%-15,12313F-HRTimeline
Almitas Capital LLC50,843$994K0.24%-22,40913F-HRTimeline
AlphaCore Capital LLC40,258$787K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,696$659K<0.01%-2213F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP32,626$638K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,473$615K<0.01%-163,38013F-HRTimelineGroup
CSS LLC/IL26,821$524K0.02%-4,82113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,037$470K0.01%+33713F-HRTimelineGroup
Capital Investment Advisors, LLC22,846$447K0.01%-1,40013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…18,222$356K<0.01%-38,44413F-HRTimelineGroup
Falcon Wealth Planning16,179$316K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC14,974$293K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,762$289K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,941$273K<0.01%+10,39513F-HRTimelineGroup
Accurate Wealth Management, LLC11,388$228K0.02%-1,91713F-HRTimeline
Private Advisor Group, LLC11,054$216K<0.01%-1,21413F-HRTimeline
Belpointe Asset Management LLC10,300$201K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC9,042$177K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,903$37.2K<0.01%-20113F-HRTimeline
TRUST CO OF VERMONT1,750$34.2K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,073$21K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC924$18.1K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.693$13.5K0.01%-25,00013F-HRTimeline
Wilmington Savings Fund Society, FSB500$9.78K<0.01%-20013F-HRTimeline
Allworth Financial LP200$3.91K<0.01%013F-HRTimeline
NFSG Corp200$3.91K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC135$2.64K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3$59<0.01%-113F-HRTimelineGroup
SBI Securities Co., Ltd.3$59<0.01%-413F-HRTimeline
Caitong International Asset Management …2$39<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%013F-HRTimelineGroup