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BANX ARROWMARK FINANCIAL CORP

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COM (fund), issuer CIK 1578987

33 managers (33 13F filers) reported a position in BANX shares at 2025-12-31, 1,554,641 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
33
13F filers
33
New
3
Added
14
Reduced
5
Sold out
6
Shares held by filers
1,554,641

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC808,076$17.6M0.39%+670,74913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP155,804$3.4M<0.01%+2,28113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC155,384$3.39M<0.01%-23,68613F-HRTimelineGroup
Noble Wealth Management PBC80,711$1.76M0.88%+3,03213F-HRTimeline
Closed-End Fund Advisors, Inc.69,337$1.51M0.89%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.46,816$1.02M<0.01%+12,60813F-HRTimelineGroup
Everstar Asset Management, LLC46,192$1M0.54%+2,00413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,001$698K<0.01%+1,06113F-HR/ATimelineGroup
Capital Investment Advisors, LLC25,996$567K0.01%-1,50013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,547$492K0.01%+25413F-HRTimelineGroup
Falcon Wealth Planning17,564$383K0.03%-1,29813F-HRTimeline
Catalina Capital Group, LLC15,708$343K0.21%+3013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,762$322K<0.01%013F-HR/ATimelineGroup
Accurate Wealth Management, LLC14,516$320K0.04%+14213F-HRTimeline
Private Advisor Group, LLC11,011$240K<0.01%+1,66113F-HRTimeline
Oxbow Advisors, LLC10,890$238K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…10,178$222K<0.01%+4113F-HRTimeline
MAI Capital Management5,250$115K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,050$110K<0.01%+2,00013F-HRTimelineGroup
TRUST CO OF VERMONT1,750$38.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,030$22K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG967$21.1K<0.01%+52213F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.693$15.1K0.01%013F-HRTimeline
Global Wealth Strategies & Associates511$11.2K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB500$10.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC449$9.58K<0.01%013F-HRTimeline
BARD ASSOCIATES INC370$8.46K<0.01%-26,78513F-HRTimeline
Allworth Financial LP200$4.36K<0.01%013F-HRTimeline
NFSG Corp200$4.36K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC135$2.95K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…38$829<0.01%+3313F-HRTimelineGroup
SBI Securities Co., Ltd.4$87<0.01%-613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$20<0.01%013F-HRTimelineGroup