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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, Q1 2021

Institutional positions in ArrowMark Financial Corp. as of Mar 31, 2021. 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
30
No complete 13F data for Q4 2020
Shares held
1.33M
No complete 13F data for Q4 2020
Total value
$26.3M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 30 institutions
Q1 2021: 30 institutionsQ2 2021: 32 institutionsQ3 2021: 30 institutionsQ4 2021: 32 institutionsQ1 2022: 30 institutionsQ2 2022: 29 institutionsQ3 2022: 31 institutionsQ4 2022: 31 institutionsQ1 2023: 31 institutionsQ2 2023: 26 institutionsQ3 2023: 26 institutionsQ4 2023: 28 institutionsQ1 2024: 25 institutionsQ2 2024: 25 institutionsQ3 2024: 27 institutionsQ4 2024: 31 institutionsQ1 2025: 31 institutionsQ2 2025: 32 institutionsQ3 2025: 36 institutionsQ4 2025: 33 institutionsQ1 2026: 34 institutionsQ2 2026: 35 institutions
Value heldQ1 2021: $26.3M
Q1 2021: $26.3MQ2 2021: $29.3MQ3 2021: $37.3MQ4 2021: $42.9MQ1 2022: $41.0MQ2 2022: $36.8MQ3 2022: $31.5MQ4 2022: $31.6MQ1 2023: $34.3MQ2 2023: $32.6MQ3 2023: $32.8MQ4 2023: $32.4MQ1 2024: $33.6MQ2 2024: $24.3MQ3 2024: $19.1MQ4 2024: $19.9MQ1 2025: $22.1MQ2 2025: $20.8MQ3 2025: $19.3MQ4 2025: $33.9MQ1 2026: $36.5MQ2 2026: $34.4M
Institutions holding BANX and their total value by quarter
QuarterHoldersValue
Q2 202635$34.4M
Q1 202634$36.5M
Q4 202533$33.9M
Q3 202536$19.3M
Q2 202532$20.8M
Q1 202531$22.1M
Q4 202431$19.9M
Q3 202427$19.1M
Q2 202425$24.3M
Q1 202425$33.6M
Q4 202328$32.4M
Q3 202326$32.8M
Q2 202326$32.6M
Q1 202331$34.3M
Q4 202231$31.6M
Q3 202231$31.5M
Q2 202229$36.8M
Q1 202230$41.0M
Q4 202132$42.9M
Q3 202130$37.3M
Q2 202132$29.3M
Q1 202130$26.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BANX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Punch & Associates Investment Management, Inc.573,736$11.4M0.68%––
Advisor Group Holdings, Inc.167,496$3.31M0.01%––
Stifel Financial Corp157,308$3.11M0.01%––
United Capital Financial Advisers, LLC66,600$1.32M0.01%––
The PNC Financial Services Group, Inc.66,000$1.31M0.00%––
Hilton Capital Management, LLC52,255$1.03M0.11%––
Truist Financial Corp50,238$994.0K0.00%––
Acadian Asset Management LLC24,656$489.0K0.00%––
Oak Grove Capital LLC21,285$421.0K0.12%––
Cadent Capital Advisors, LLC19,808$392.0K0.17%––
Bard Associates Inc19,060$377.0K0.14%––
Van Hulzen Asset Management, LLC16,500$327.0K0.05%––
Clear Harbor Asset Management, LLC14,164$280.0K0.04%––
Tiedemann Advisors, LLC11,863$235.0K0.01%––
ArrowMark Colorado Holdings LLC11,168$221.0K0.00%––
National Asset Management, Inc.10,340$205.0K0.01%––
Ieq Capital, LLC10,300$204.0K0.01%––
Morgan Stanley8,186$162.0K0.00%––
Bank of America Corp7,630$151.0K0.00%––
Benjamin Edwards Inc6,659$132.0K0.10%––
UBS Group AG2,493$49.0K0.00%––
Stonebridge Capital Advisors LLC1,900$38.0K0.01%––
American Portfolios Advisors1,794$35.5K0.00%––
Rockefeller Capital Management L.P.1,700$33.0K0.00%––
Wells Fargo & Company1,588$31.0K0.00%––
Northwestern Mutual Wealth Management Co1,433$28.0K0.00%––
Royal Bank of Canada1,181$23.0K0.00%––
Tower Research Capital LLC (TRC)361$7.00K0.00%––
RPG Investment Advisory, LLC200$4.00K0.00%––
FinTrust Capital Advisors, LLC167$3.00K0.00%––