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, Q4 2021
Institutional positions in ArrowMark Financial Corp. as of Dec 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
- 32
- +2 vs. Q3 2021
- Shares held
- 1.96M
- +267.3K (+15.8%) vs. Q3 2021
- Total value
- $42.9M
- +$5.57M (+14.9%) vs. Q3 2021
- New holders
- 6
- 4 more added
- Sold out
- 4
- 11 more reduced
Compare with Q3 2021: 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, Q4 2021
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 503,402 | $10.9M | 0.09% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 349,722 | $7.68M | 0.40% | −82,357−19.1% | Reduced |
| Greenwich Investment Management, Inc. | 278,129 | $6.11M | 4.15% | +278,129 | New |
| Advisor Group Holdings, Inc. | 228,706 | $5.03M | 0.01% | +1,180+0.5% | Added |
| Stifel Financial Corp | 169,290 | $3.72M | 0.00% | −301−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 88,612 | $1.95M | 0.00% | +88,612 | New |
| The PNC Financial Services Group, Inc. | 66,000 | $1.45M | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 48,500 | $1.07M | 0.00% | −2,000−4.0% | Reduced |
| Bard Associates Inc | 36,190 | $795.0K | 0.26% | +4,950+15.8% | Added |
| Raymond James & Associates | 25,613 | $563.0K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 22,216 | $488.0K | 0.05% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 21,443 | $471.0K | 0.21% | −2,450−10.3% | Reduced |
| Oak Grove Capital LLC | 18,000 | $395.0K | 0.08% | −1,000−5.3% | Reduced |
| Clear Harbor Asset Management, LLC | 13,814 | $303.0K | 0.03% | −30−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 13,100 | $288.0K | 0.03% | −3,400−20.6% | Reduced |
| Tiedemann Advisors, LLC | 11,863 | $266.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,626 | $255.0K | 0.02% | +2,723+30.6% | Added |
| Oppenheimer & Co Inc | 9,495 | $209.0K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 9,298 | $204.0K | 0.04% | 00.0% | Unchanged |
| Morgan Stanley | 7,955 | $175.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,130 | $157.0K | 0.00% | −100−1.4% | Reduced |
| Acadian Asset Management LLC | 4,002 | $87.0K | 0.00% | −3,383−45.8% | Reduced |
| American Portfolios Advisors | 3,300 | $72.5K | 0.00% | +417+14.5% | Added |
| Umb Bank N A | 2,700 | $59.0K | 0.00% | +2,700 | New |
| Stonebridge Capital Advisors LLC | 1,900 | $42.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,811 | $40.0K | 0.00% | +1,811 | New |
| Rockefeller Capital Management L.P. | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,588 | $35.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,000 | $22.0K | 0.02% | +1,000 | New |
| Royal Bank of Canada | 881 | $19.0K | 0.00% | −300−25.4% | Reduced |
| Harbour Investments, Inc. | 844 | $19.0K | 0.00% | +844 | New |
| Sound Income Strategies, LLC | 450 | $10.0K | 0.00% | −441−49.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,862−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |