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 2025
Institutional positions in ArrowMark Financial Corp. as of Mar 31, 2025. 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
- 0 vs. Q4 2024
- Shares held
- 1.05M
- +101.3K (+10.7%) vs. Q4 2024
- Total value
- $22.1M
- +$2.21M (+11.1%) vs. Q4 2024
- New holders
- 1
- 7 more added
- Sold out
- 1
- 10 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 196,145 | $4.14M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Inc | 185,749 | $3.91M | 0.00% | −2,821−1.5% | Reduced |
| Stifel Financial Corp | 179,233 | $3.77M | 0.00% | +11,526+6.9% | Added |
| Round Rock Advisors, LLC | 163,933 | $3.45M | 0.64% | +121,233+283.9% | Added |
| Noble Wealth Management PBC | 50,121 | $1.06M | 0.72% | +33,522+202.0% | Added |
| Bard Associates Inc | 41,435 | $872.2K | 0.33% | −375−0.9% | Reduced |
| Capital Investment Advisors, LLC | 28,496 | $599.8K | 0.01% | −2,250−7.3% | Reduced |
| Oppenheimer & Co Inc | 24,828 | $522.6K | 0.01% | +899+3.8% | Added |
| Everstar Asset Management, LLC | 23,965 | $504.5K | 0.33% | +767+3.3% | Added |
| Falcon Wealth Planning | 18,862 | $397.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,959 | $378.0K | 0.00% | −65,173−78.4% | Reduced |
| HRT Financial LP | 15,000 | $316.0K | 0.00% | +15,000 | New |
| Millennium Management LLC | 14,442 | $304.7K | 0.00% | +3,900+37.0% | Added |
| Principal Street Partners, LLC | 11,855 | $249.5K | 0.05% | −600−4.8% | Reduced |
| Citadel Advisors LLC | 11,769 | $248.3K | 0.00% | −9,862−45.6% | Reduced |
| Morgan Stanley | 11,042 | $232.5K | 0.00% | −736−6.2% | Reduced |
| Oxbow Advisors, LLC | 10,990 | $231.3K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,478 | $221.0K | 0.00% | −2,203−17.4% | Reduced |
| Catalina Capital Group, LLC | 10,324 | $217.3K | 0.14% | 00.0% | Unchanged |
| MAI Capital Management | 5,250 | $110.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,731 | $100.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,550 | $95.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,750 | $57.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,700 | $56.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 693 | $14.6K | 0.01% | −800−53.6% | Reduced |
| Bryn Mawr Trust Co | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $9.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 200 | $4.02K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 149 | $3.14K | 0.00% | +43+40.6% | Added |
| Wells Fargo & Company | 12 | $248 | 0.00% | −31−72.1% | Reduced |
| Farther Finance Advisors, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |