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 2022
Institutional positions in ArrowMark Financial Corp. as of Mar 31, 2022. 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
- −1 vs. Q4 2021
- Shares held
- 1.90M
- −57.7K (−2.9%) vs. Q4 2021
- Total value
- $41.0M
- −$1.89M (−4.4%) vs. Q4 2021
- New holders
- 2
- 7 more added
- Sold out
- 3
- 8 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 506,152 | $11.0M | 0.10% | +2,750+0.5% | Added |
| Punch & Associates Investment Management, Inc. | 314,576 | $6.77M | 0.38% | −35,146−10.0% | Reduced |
| Greenwich Investment Management, Inc. | 273,007 | $5.87M | 3.52% | −5,122−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 237,777 | $5.11M | 0.01% | +9,071+4.0% | Added |
| Stifel Financial Corp | 134,642 | $2.90M | 0.00% | −34,648−20.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 106,389 | $2.29M | 0.00% | +17,777+20.1% | Added |
| The PNC Financial Services Group, Inc. | 66,000 | $1.42M | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 48,500 | $1.04M | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 39,715 | $854.0K | 0.30% | +3,525+9.7% | Added |
| Oxbow Advisors, LLC | 25,777 | $554.0K | 0.06% | +3,561+16.0% | Added |
| Raymond James & Associates | 25,613 | $551.0K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 20,123 | $433.0K | 0.20% | −1,320−6.2% | Reduced |
| Oak Grove Capital LLC | 18,000 | $387.0K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,993 | $322.0K | 0.00% | +14,993 | New |
| Tiedemann Advisors, LLC | 11,863 | $255.0K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 11,100 | $239.0K | 0.03% | −2,000−15.3% | Reduced |
| Magnus Financial Group LLC | 9,672 | $208.0K | 0.03% | +374+4.0% | Added |
| Belpointe Asset Management LLC | 9,626 | $207.0K | 0.01% | −2,000−17.2% | Reduced |
| Morgan Stanley | 7,955 | $171.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,130 | $154.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,700 | $58.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,256 | $48.0K | 0.00% | −1,746−43.6% | Reduced |
| Wells Fargo & Company | 2,090 | $45.0K | 0.00% | +502+31.6% | Added |
| Stonebridge Capital Advisors LLC | 1,900 | $41.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,700 | $36.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 881 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 450 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 153 | $3.00K | 0.00% | +153 | New |
| American Portfolios Advisors | 25 | $538 | 0.00% | −3,275−99.2% | Reduced |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −13,814−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −9,495−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |