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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 25 | $538 | 0.00% | −3,275−99.2% | Reduced |
| Tower Research Capital LLC (TRC) | 153 | $3.00K | 0.00% | +153 | New |
| Sound Income Strategies, LLC | 450 | $10.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 881 | $19.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,700 | $36.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,900 | $41.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,090 | $45.0K | 0.00% | +502+31.6% | Added |
| Acadian Asset Management LLC | 2,256 | $48.0K | 0.00% | −1,746−43.6% | Reduced |
| Umb Bank N A | 2,700 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,130 | $154.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,955 | $171.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,626 | $207.0K | 0.01% | −2,000−17.2% | Reduced |
| Magnus Financial Group LLC | 9,672 | $208.0K | 0.03% | +374+4.0% | Added |
| Van Hulzen Asset Management, LLC | 11,100 | $239.0K | 0.03% | −2,000−15.3% | Reduced |
| Tiedemann Advisors, LLC | 11,863 | $255.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 14,993 | $322.0K | 0.00% | +14,993 | New |
| Oak Grove Capital LLC | 18,000 | $387.0K | 0.08% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 20,123 | $433.0K | 0.20% | −1,320−6.2% | Reduced |
| Raymond James & Associates | 25,613 | $551.0K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 25,777 | $554.0K | 0.06% | +3,561+16.0% | Added |
| Bard Associates Inc | 39,715 | $854.0K | 0.30% | +3,525+9.7% | Added |
| United Capital Financial Advisers, LLC | 48,500 | $1.04M | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 66,000 | $1.42M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 106,389 | $2.29M | 0.00% | +17,777+20.1% | Added |
| Stifel Financial Corp | 134,642 | $2.90M | 0.00% | −34,648−20.5% | Reduced |
| Advisor Group Holdings, Inc. | 237,777 | $5.11M | 0.01% | +9,071+4.0% | Added |
| Greenwich Investment Management, Inc. | 273,007 | $5.87M | 3.52% | −5,122−1.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 314,576 | $6.77M | 0.38% | −35,146−10.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 506,152 | $11.0M | 0.10% | +2,750+0.5% | Added |
| 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 |