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