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BANX ARROWMARK FINANCIAL CORP

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COM (fund), issuer CIK 1578987

34 managers (34 13F filers) reported a position in BANX shares at 2026-03-31, 1,915,375 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
34
13F filers
34
New
7
Added
15
Reduced
6
Sold out
5
Shares held by filers
1,915,375

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC884,834$16.9M0.45%+76,75813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC194,853$3.71M<0.01%+39,46913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,963$2.65M<0.01%-16,84113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,837$2.17M<0.01%+67,02113F-HRTimelineGroup
Noble Wealth Management PBC106,313$2.03M1.04%+25,60213F-HRTimeline
Almitas Capital LLC73,252$1.4M0.32%new13F-HRTimeline
Closed-End Fund Advisors, Inc.69,773$1.33M1.35%+43613F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…56,666$1.08M0.01%new13F-HRTimelineGroup
Everstar Asset Management, LLC47,345$902K0.48%+1,15313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY33,718$643K<0.01%+1,71713F-HRTimelineGroup
CSS LLC/IL31,642$603K0.03%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.25,693$490K0.2%+25,00013F-HRTimeline
Capital Investment Advisors, LLC24,246$462K0.01%-1,75013F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …23,700$452K0.01%+1,15313F-HRTimelineGroup
Falcon Wealth Planning16,179$308K0.02%-1,38513F-HRTimeline
Catalina Capital Group, LLC15,717$300K0.18%+913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,762$281K<0.01%013F-HRTimelineGroup
Accurate Wealth Management, LLC13,305$259K0.03%-1,21113F-HRTimeline
Private Advisor Group, LLC12,268$234K<0.01%+1,25713F-HRTimeline
MAI Capital Management5,250$100K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC4,700$89K0.04%new13F-HRTimeline
UBS Group AGin group UBS Group AG3,546$67.6K<0.01%+2,57913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,104$40.1K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV827$15.8K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB700$13.3K<0.01%+20013F-HRTimeline
Sound Income Strategies, LLC453$8.71K<0.01%+413F-HRTimeline
Allworth Financial LP200$3.81K<0.01%013F-HRTimeline
NFSG Corp200$3.81K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC135$2.57K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$1.87K<0.01%new13F-HRTimelineGroup
BARD ASSOCIATES INC82$1.56K<0.01%-28813F-HRTimeline
SBI Securities Co., Ltd.7$133<0.01%+313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$76<0.01%-3413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%013F-HR/ATimelineGroup