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 2024
Institutional positions in ArrowMark Financial Corp. as of Dec 31, 2024. 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
- 31
- +5 vs. Q3 2024
- Shares held
- 947.3K
- +223.1K (+30.8%) vs. Q3 2024
- Total value
- $19.9M
- +$4.86M (+32.4%) vs. Q3 2024
- New holders
- 9
- 7 more added
- Sold out
- 4
- 6 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 196,145 | $4.10M | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Inc | 188,570 | $3.96M | 0.00% | +188,570 | New |
| Stifel Financial Corp | 167,707 | $3.52M | 0.00% | +6,683+4.2% | Added |
| Advisor Group Holdings, Inc. | 83,132 | $1.74M | 0.00% | +2,305+2.9% | Added |
| Bard Associates Inc | 41,810 | $904.1K | 0.31% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 42,700 | $895.9K | 0.18% | +42,700 | New |
| Capital Investment Advisors, LLC | 30,746 | $645.1K | 0.01% | −5,000−14.0% | Reduced |
| Oppenheimer & Co Inc | 23,929 | $502.1K | 0.01% | +1,655+7.4% | Added |
| Everstar Asset Management, LLC | 23,198 | $486.7K | 0.34% | +1,321+6.0% | Added |
| Citadel Advisors LLC | 21,631 | $451.7K | 0.00% | +5,119+31.0% | Added |
| Falcon Wealth Planning | 18,862 | $395.8K | 0.04% | +2,500+15.3% | Added |
| Noble Wealth Management PBC | 16,599 | $348.3K | 0.24% | +16,599 | New |
| Cambridge Investment Research Advisors, Inc. | 12,681 | $266.0K | 0.00% | −2,615−17.1% | Reduced |
| Principal Street Partners, LLC | 12,455 | $261.3K | 0.05% | +12,455 | New |
| Morgan Stanley | 11,778 | $247.1K | 0.00% | −7,359−38.5% | Reduced |
| Oxbow Advisors, LLC | 10,990 | $230.6K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 10,542 | $220.1K | 0.00% | +10,542 | New |
| Catalina Capital Group, LLC | 10,324 | $216.6K | 0.07% | +14+0.1% | Added |
| MAI Capital Management | 5,250 | $110.2K | 0.00% | +5,250 | New |
| Royal Bank of Canada | 4,731 | $99.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,550 | $95.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,750 | $57.7K | 0.00% | +2,750 | New |
| Umb Bank N A | 2,700 | $56.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,493 | $31.3K | 0.01% | −248−14.2% | Reduced |
| Pathway Financial Advisers, LLC | 750 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $9.42K | 0.00% | −1−0.2% | Reduced |
| Allworth Financial LP | 200 | $4.25K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 106 | $2.22K | 0.00% | +106 | New |
| Wells Fargo & Company | 43 | $898 | 0.00% | −957−95.7% | Reduced |
| Farther Finance Advisors, LLC | 1 | $21 | 0.00% | +1 | New |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −57,006−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |