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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 450 | $10.0K | 0.00% | −441−49.5% | Reduced |
| Royal Bank of Canada | 881 | $19.0K | 0.00% | −300−25.4% | Reduced |
| Harbour Investments, Inc. | 844 | $19.0K | 0.00% | +844 | New |
| West Bancorporation Inc | 1,000 | $22.0K | 0.02% | +1,000 | New |
| Wells Fargo & Company | 1,588 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,811 | $40.0K | 0.00% | +1,811 | New |
| Stonebridge Capital Advisors LLC | 1,900 | $42.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,700 | $59.0K | 0.00% | +2,700 | New |
| American Portfolios Advisors | 3,300 | $72.5K | 0.00% | +417+14.5% | Added |
| Acadian Asset Management LLC | 4,002 | $87.0K | 0.00% | −3,383−45.8% | Reduced |
| Bank of America Corp | 7,130 | $157.0K | 0.00% | −100−1.4% | Reduced |
| Morgan Stanley | 7,955 | $175.0K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 9,298 | $204.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,495 | $209.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 11,626 | $255.0K | 0.02% | +2,723+30.6% | Added |
| Tiedemann Advisors, LLC | 11,863 | $266.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 13,100 | $288.0K | 0.03% | −3,400−20.6% | Reduced |
| Clear Harbor Asset Management, LLC | 13,814 | $303.0K | 0.03% | −30−0.2% | Reduced |
| Oak Grove Capital LLC | 18,000 | $395.0K | 0.08% | −1,000−5.3% | Reduced |
| Cadent Capital Advisors, LLC | 21,443 | $471.0K | 0.21% | −2,450−10.3% | Reduced |
| Oxbow Advisors, LLC | 22,216 | $488.0K | 0.05% | 00.0% | Unchanged |
| Raymond James & Associates | 25,613 | $563.0K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 36,190 | $795.0K | 0.26% | +4,950+15.8% | Added |
| United Capital Financial Advisers, LLC | 48,500 | $1.07M | 0.00% | −2,000−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 66,000 | $1.45M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 88,612 | $1.95M | 0.00% | +88,612 | New |
| Stifel Financial Corp | 169,290 | $3.72M | 0.00% | −301−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 228,706 | $5.03M | 0.01% | +1,180+0.5% | Added |
| Greenwich Investment Management, Inc. | 278,129 | $6.11M | 4.15% | +278,129 | New |
| Punch & Associates Investment Management, Inc. | 349,722 | $7.68M | 0.40% | −82,357−19.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 503,402 | $10.9M | 0.09% | 00.0% | Unchanged |
| 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 |