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 2023
Institutional positions in ArrowMark Financial Corp. as of Dec 31, 2023. 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
- 28
- +2 vs. Q3 2023
- Shares held
- 1.78M
- −89.5K (−4.8%) vs. Q3 2023
- Total value
- $32.4M
- −$377.9K (−1.2%) vs. Q3 2023
- New holders
- 3
- 8 more added
- Sold out
- 1
- 8 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 445,576 | $8.07M | 0.09% | −35,033−7.3% | Reduced |
| Greenwich Investment Management, Inc. | 314,976 | $5.71M | 4.28% | −6,490−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 267,243 | $4.85M | 0.01% | +7,736+3.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 222,034 | $4.03M | 0.01% | +16,408+8.0% | Added |
| Stifel Financial Corp | 194,350 | $3.53M | 0.00% | −24,790−11.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 73,897 | $1.34M | 0.08% | +5,827+8.6% | Added |
| Beacon Pointe Advisors, LLC | 60,522 | $1.10M | 0.01% | −2,640−4.2% | Reduced |
| Bard Associates Inc | 43,690 | $817.2K | 0.31% | −401−0.9% | Reduced |
| Capital Investment Advisors, LLC | 32,250 | $585.7K | 0.01% | +1,250+4.0% | Added |
| The PNC Financial Services Group, Inc. | 26,000 | $472.2K | 0.00% | −40,000−60.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,473 | $372.0K | 0.00% | −457−2.2% | Reduced |
| Oxbow Advisors, LLC | 18,968 | $344.5K | 0.05% | −1,252−6.2% | Reduced |
| Citadel Advisors LLC | 12,515 | $226.8K | 0.00% | +12,515 | New |
| Magnus Financial Group LLC | 11,446 | $207.9K | 0.03% | +276+2.5% | Added |
| Morgan Stanley | 11,241 | $204.2K | 0.00% | +701+6.7% | Added |
| RMB Capital Management, LLC | 10,244 | $186.0K | 0.01% | +244+2.4% | Added |
| Royal Bank of Canada | 4,731 | $86.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,550 | $82.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2,041 | $37.1K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,600 | $29.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 750 | $13.6K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 670 | $12.2K | 0.00% | +460+219.0% | Added |
| Able Wealth Management LLC | 552 | $10.0K | 0.01% | +552 | New |
| Sound Income Strategies, LLC | 450 | $8.17K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $3.63K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 61 | $1.10K | 0.00% | +61 | New |
| Wells Fargo & Company | 1 | $19 | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |