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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $20 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $87 | 0.00% | −6−60.0% | Reduced |
| Russell Investments Group, Ltd. | 38 | $829 | 0.00% | +33+660.0% | Added |
| Highline Wealth Partners LLC | 135 | $2.95K | 0.00% | +135 | New |
| Allworth Financial LP | 200 | $4.36K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 370 | $8.46K | 0.00% | −26,785−98.6% | Reduced |
| Sound Income Strategies, LLC | 449 | $9.58K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 511 | $11.2K | 0.00% | +511 | New |
| Caldwell Sutter Capital, Inc. | 693 | $15.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 967 | $21.1K | 0.00% | +522+117.3% | Added |
| Royal Bank of Canada | 1,030 | $22.0K | 0.00% | +1,030 | New |
| Trust Co of Vermont | 1,750 | $38.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,050 | $110.2K | 0.00% | +2,000+65.6% | Added |
| MAI Capital Management | 5,250 | $114.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,178 | $222.0K | 0.00% | +41+0.4% | Added |
| Oxbow Advisors, LLC | 10,890 | $237.6K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,011 | $240.3K | 0.00% | +1,661+17.8% | Added |
| Accurate Wealth Management, LLC | 14,516 | $319.9K | 0.04% | +142+1.0% | Added |
| Rockefeller Capital Management L.P. | 14,762 | $322.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 15,708 | $342.7K | 0.21% | +30+0.2% | Added |
| Falcon Wealth Planning | 17,564 | $383.2K | 0.03% | −1,298−6.9% | Reduced |
| Oppenheimer & Co Inc | 22,547 | $492.0K | 0.01% | +254+1.1% | Added |
| Capital Investment Advisors, LLC | 25,996 | $567.2K | 0.01% | −1,500−5.5% | Reduced |
| Morgan Stanley | 32,001 | $698.3K | 0.00% | +1,061+3.4% | Added |
| Everstar Asset Management, LLC | 46,192 | $1.00M | 0.54% | +2,004+4.5% | Added |
| Advisor Group Holdings, Inc. | 46,816 | $1.02M | 0.00% | +12,608+36.9% | Added |
| Closed-End Fund Advisors, Inc. | 69,337 | $1.51M | 0.89% | +69,337 | New |
| Noble Wealth Management PBC | 80,711 | $1.76M | 0.88% | +3,032+3.9% | Added |
| Raymond James Financial Inc | 155,384 | $3.39M | 0.00% | −23,686−13.2% | Reduced |
| Stifel Financial Corp | 155,804 | $3.40M | 0.00% | +2,281+1.5% | Added |
| ArrowMark Colorado Holdings LLC | 808,076 | $17.6M | 0.39% | +670,749+488.4% | Added |
| 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 |