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, Q2 2025
Institutional positions in ArrowMark Financial Corp. as of Jun 30, 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
- 32
- +2 vs. Q1 2025
- Shares held
- 992.5K
- −6.04K (−0.6%) vs. Q1 2025
- Total value
- $20.8M
- −$257.6K (−1.2%) vs. Q1 2025
- New holders
- 5
- 8 more added
- Sold out
- 3
- 11 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $19 | 0.00% | −11−91.7% | Reduced |
| FMR LLC | 2 | $42 | 0.00% | +2 | New |
| Creekmur Asset Management LLC | 10 | $212 | 0.00% | +10 | New |
| SBI Securities Co., Ltd. | 11 | $230 | 0.00% | −138−92.6% | Reduced |
| Allworth Financial LP | 200 | $4.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $4.19K | 0.00% | +200 | New |
| Sound Income Strategies, LLC | 449 | $9.40K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $10.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 693 | $14.5K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 1,019 | $21.3K | 0.00% | +1,019 | New |
| Trust Co of Vermont | 2,325 | $48.7K | 0.00% | −425−15.5% | Reduced |
| Umb Bank N A | 2,700 | $56.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,054 | $63.9K | 0.00% | −1,496−32.9% | Reduced |
| Royal Bank of Canada | 4,804 | $101.0K | 0.00% | +73+1.5% | Added |
| MAI Capital Management | 5,250 | $109.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,977 | $209.0K | 0.00% | −501−4.8% | Reduced |
| Principal Street Partners, LLC | 10,940 | $229.0K | 0.02% | −915−7.7% | Reduced |
| Oxbow Advisors, LLC | 10,990 | $230.0K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 15,678 | $328.1K | 0.22% | +5,354+51.9% | Added |
| Citadel Advisors LLC | 15,939 | $333.6K | 0.00% | +4,170+35.4% | Added |
| Oppenheimer & Co Inc | 16,009 | $335.1K | 0.00% | −8,819−35.5% | Reduced |
| Marshall Wace, LLP | 18,423 | $385.6K | 0.00% | +18,423 | New |
| Morgan Stanley | 18,719 | $391.8K | 0.00% | +7,677+69.5% | Added |
| Falcon Wealth Planning | 18,862 | $394.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,721 | $475.5K | 0.00% | +4,762+26.5% | Added |
| Capital Investment Advisors, LLC | 27,496 | $575.5K | 0.01% | −1,000−3.5% | Reduced |
| Everstar Asset Management, LLC | 40,422 | $846.0K | 0.52% | +16,457+68.7% | Added |
| Bard Associates Inc | 41,035 | $858.9K | 0.28% | −400−1.0% | Reduced |
| Stifel Financial Corp | 154,670 | $3.24M | 0.00% | −24,563−13.7% | Reduced |
| Round Rock Advisors, LLC | 174,809 | $3.66M | 0.63% | +10,876+6.6% | Added |
| Raymond James Financial Inc | 177,656 | $3.72M | 0.00% | −8,093−4.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 196,889 | $4.12M | 0.07% | +744+0.4% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,442−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Noble Wealth Management PBC | – | – | – | – | Not filed |