ArrowMark Financial Corp.
BANX- Exchange
- Nasdaq
- SEC CIK
- 0001578987
No open-market purchases or sales by ArrowMark Financial Corp. insiders were filed in the last 90 days; 35 institutions reported holding it in 13F filings for Q2 2026, worth $34.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in ArrowMark Financial Corp. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- +2 vs. Q1 2026
- Shares held
- 1.76M
- −142.4K (−7.5%) vs. Q1 2026
- Total value
- $34.4M
- −$1.85M (−5.1%) vs. Q1 2026
- New holders
- 8
- 6 more added
- Sold out
- 6
- 14 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BANX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $34.4M |
| Q1 2026 | 34 | $36.5M |
| Q4 2025 | 33 | $33.9M |
| Q3 2025 | 36 | $19.3M |
| Q2 2025 | 32 | $20.8M |
| Q1 2025 | 31 | $22.1M |
| Q4 2024 | 31 | $19.9M |
| Q3 2024 | 27 | $19.1M |
| Q2 2024 | 25 | $24.3M |
| Q1 2024 | 25 | $33.6M |
| Q4 2023 | 28 | $32.4M |
| Q3 2023 | 26 | $32.8M |
| Q2 2023 | 26 | $32.6M |
| Q1 2023 | 31 | $34.3M |
| Q4 2022 | 31 | $31.6M |
| Q3 2022 | 31 | $31.5M |
| Q2 2022 | 29 | $36.8M |
| Q1 2022 | 30 | $41.0M |
| Q4 2021 | 32 | $42.9M |
| Q3 2021 | 30 | $37.3M |
| Q2 2021 | 32 | $29.3M |
| Q1 2021 | 30 | $26.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 884,834 | $17.3M | 0.72% | 00.0% | Unchanged |
| Stifel Financial Corp | 139,071 | $2.72M | 0.00% | +108+0.1% | Added |
| Advisor Group Holdings, Inc. | 131,069 | $2.56M | 0.00% | +17,232+15.1% | Added |
| Noble Wealth Management PBC | 107,197 | $2.10M | 0.96% | +884+0.8% | Added |
| Everstar Asset Management, LLC | 59,632 | $1.17M | 0.56% | +12,287+26.0% | Added |
| Closed-End Fund Advisors, Inc. | 54,650 | $1.07M | 1.04% | −15,123−21.7% | Reduced |
| Almitas Capital LLC | 50,843 | $994.0K | 0.24% | −22,409−30.6% | Reduced |
| AlphaCore Capital LLC | 40,258 | $787.0K | 0.01% | +40,258 | New |
| Morgan Stanley | 33,696 | $658.8K | 0.00% | −22−0.1% | Reduced |
| Marshall Wace, LLP | 32,626 | $637.8K | 0.00% | +32,626 | New |
| Raymond James Financial Inc | 31,473 | $615.3K | 0.00% | −163,380−83.8% | Reduced |
| CSS LLC | 26,821 | $524.4K | 0.02% | −4,821−15.2% | Reduced |
| Oppenheimer & Co Inc | 24,037 | $469.9K | 0.01% | +337+1.4% | Added |
| Capital Investment Advisors, LLC | 22,846 | $446.6K | 0.01% | −1,400−5.8% | Reduced |
| Hudson Bay Capital Management LP | 18,222 | $356.2K | 0.00% | −38,444−67.8% | Reduced |
| Falcon Wealth Planning | 16,179 | $316.3K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 14,974 | $292.7K | 0.00% | +14,974 | New |
| Rockefeller Capital Management L.P. | 14,762 | $288.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 13,941 | $272.5K | 0.00% | +10,395+293.1% | Added |
| Accurate Wealth Management, LLC | 11,388 | $227.8K | 0.02% | −1,917−14.4% | Reduced |
| Private Advisor Group, LLC | 11,054 | $216.1K | 0.00% | −1,214−9.9% | Reduced |
| Belpointe Asset Management LLC | 10,300 | $201.4K | 0.01% | +10,300 | New |
| Blue Bell Private Wealth Management, LLC | 1,903 | $37.2K | 0.00% | −201−9.6% | Reduced |
| Trust Co of Vermont | 1,750 | $34.2K | 0.00% | +1,750 | New |
| JPMorgan Chase & Co | 1,073 | $21.0K | 0.00% | +1,073 | New |
| Simplex Trading, LLC | 924 | $18.1K | 0.00% | +924 | New |
| Caldwell Sutter Capital, Inc. | 693 | $13.5K | 0.01% | −25,000−97.3% | Reduced |
| Bryn Mawr Trust Co | 500 | $9.78K | 0.00% | −200−28.6% | Reduced |
| Allworth Financial LP | 200 | $3.91K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $3.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $2.64K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $59 | 0.00% | −4−57.1% | Reduced |
| Russell Investments Group, Ltd. | 3 | $59 | 0.00% | −1−25.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $39 | 0.00% | +2 | New |
| Wells Fargo & Company | 1 | $28 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |