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 2025
Institutional positions in ArrowMark Financial Corp. as of Dec 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
- 33
- −2 vs. Q3 2025
- Shares held
- 1.55M
- +675.7K (+76.9%) vs. Q3 2025
- Total value
- $33.9M
- +$14.7M (+76.2%) vs. Q3 2025
- New holders
- 4
- 14 more added
- Sold out
- 6
- 5 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 808,076 | $17.6M | 0.39% | +670,749+488.4% | Added |
| Stifel Financial Corp | 155,804 | $3.40M | 0.00% | +2,281+1.5% | Added |
| Raymond James Financial Inc | 155,384 | $3.39M | 0.00% | −23,686−13.2% | Reduced |
| Noble Wealth Management PBC | 80,711 | $1.76M | 0.88% | +3,032+3.9% | Added |
| Closed-End Fund Advisors, Inc. | 69,337 | $1.51M | 0.89% | +69,337 | New |
| Advisor Group Holdings, Inc. | 46,816 | $1.02M | 0.00% | +12,608+36.9% | Added |
| Everstar Asset Management, LLC | 46,192 | $1.00M | 0.54% | +2,004+4.5% | Added |
| Morgan Stanley | 32,001 | $698.3K | 0.00% | +1,061+3.4% | Added |
| Capital Investment Advisors, LLC | 25,996 | $567.2K | 0.01% | −1,500−5.5% | Reduced |
| Oppenheimer & Co Inc | 22,547 | $492.0K | 0.01% | +254+1.1% | Added |
| Falcon Wealth Planning | 17,564 | $383.2K | 0.03% | −1,298−6.9% | Reduced |
| Catalina Capital Group, LLC | 15,708 | $342.7K | 0.21% | +30+0.2% | Added |
| Rockefeller Capital Management L.P. | 14,762 | $322.1K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 14,516 | $319.9K | 0.04% | +142+1.0% | Added |
| Private Advisor Group, LLC | 11,011 | $240.3K | 0.00% | +1,661+17.8% | Added |
| Oxbow Advisors, LLC | 10,890 | $237.6K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,178 | $222.0K | 0.00% | +41+0.4% | Added |
| MAI Capital Management | 5,250 | $114.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,050 | $110.2K | 0.00% | +2,000+65.6% | Added |
| Trust Co of Vermont | 1,750 | $38.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,030 | $22.0K | 0.00% | +1,030 | New |
| UBS Group AG | 967 | $21.1K | 0.00% | +522+117.3% | Added |
| Caldwell Sutter Capital, Inc. | 693 | $15.1K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 511 | $11.2K | 0.00% | +511 | New |
| Bryn Mawr Trust Co | 500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 449 | $9.58K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 370 | $8.46K | 0.00% | −26,785−98.6% | Reduced |
| Allworth Financial LP | 200 | $4.36K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $4.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $2.95K | 0.00% | +135 | New |
| Russell Investments Group, Ltd. | 38 | $829 | 0.00% | +33+660.0% | Added |
| SBI Securities Co., Ltd. | 4 | $87 | 0.00% | −6−60.0% | Reduced |
| Wells Fargo & Company | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,821−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |