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 2026
Institutional positions in ArrowMark Financial Corp. as of Mar 31, 2026. 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
- 34
- +2 vs. Q4 2025
- Shares held
- 1.92M
- +362.5K (+23.3%) vs. Q4 2025
- Total value
- $36.5M
- +$2.63M (+7.8%) vs. Q4 2025
- New holders
- 7
- 15 more added
- Sold out
- 5
- 6 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding ArrowMark Financial Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 884,834 | $16.9M | 0.45% | +76,758+9.5% | Added |
| Raymond James Financial Inc | 194,853 | $3.71M | 0.00% | +39,469+25.4% | Added |
| Stifel Financial Corp | 138,963 | $2.65M | 0.00% | −16,841−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 113,837 | $2.17M | 0.00% | +67,021+143.2% | Added |
| Noble Wealth Management PBC | 106,313 | $2.03M | 1.04% | +25,602+31.7% | Added |
| Almitas Capital LLC | 73,252 | $1.40M | 0.32% | +73,252 | New |
| Closed-End Fund Advisors, Inc. | 69,773 | $1.33M | 1.35% | +436+0.6% | Added |
| Hudson Bay Capital Management LP | 56,666 | $1.08M | 0.01% | +56,666 | New |
| Everstar Asset Management, LLC | 47,345 | $902.4K | 0.48% | +1,153+2.5% | Added |
| Morgan Stanley | 33,718 | $642.7K | 0.00% | +1,717+5.4% | Added |
| CSS LLC | 31,642 | $603.1K | 0.03% | +31,642 | New |
| Caldwell Sutter Capital, Inc. | 25,693 | $489.7K | 0.20% | +25,000+3,607.5% | Added |
| Capital Investment Advisors, LLC | 24,246 | $462.1K | 0.01% | −1,750−6.7% | Reduced |
| Oppenheimer & Co Inc | 23,700 | $451.7K | 0.01% | +1,153+5.1% | Added |
| Falcon Wealth Planning | 16,179 | $308.4K | 0.02% | −1,385−7.9% | Reduced |
| Catalina Capital Group, LLC | 15,717 | $299.6K | 0.18% | +9+0.1% | Added |
| Rockefeller Capital Management L.P. | 14,762 | $281.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 13,305 | $259.2K | 0.03% | −1,211−8.3% | Reduced |
| Private Advisor Group, LLC | 12,268 | $233.8K | 0.00% | +1,257+11.4% | Added |
| MAI Capital Management | 5,250 | $100.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,700 | $89.0K | 0.04% | +4,700 | New |
| UBS Group AG | 3,546 | $67.6K | 0.00% | +2,579+266.7% | Added |
| Blue Bell Private Wealth Management, LLC | 2,104 | $40.1K | 0.01% | +2,104 | New |
| Creative Financial Designs Inc | 827 | $15.8K | 0.00% | +827 | New |
| Bryn Mawr Trust Co | 700 | $13.3K | 0.00% | +200+40.0% | Added |
| Sound Income Strategies, LLC | 453 | $8.71K | 0.00% | +4+0.9% | Added |
| Allworth Financial LP | 200 | $3.81K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $3.81K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 135 | $2.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $1.87K | 0.00% | +100 | New |
| Bard Associates Inc | 82 | $1.56K | 0.00% | −288−77.8% | Reduced |
| SBI Securities Co., Ltd. | 7 | $133 | 0.00% | +3+75.0% | Added |
| Russell Investments Group, Ltd. | 4 | $76 | 0.00% | −34−89.5% | Reduced |
| Wells Fargo & Company | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,178−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −1,030−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Trust Co of Vermont | – | – | – | – | Not filed |