Arrowmark FinancialBANX
13F holders, Q2 2026 (June 30)35holders +1
7new positions
6sold out
$19.55avg. 13F price*
At the end of Q2 2026, 35 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, up 1 from Q1 2026. 7 opened new positions and 6 sold out. The largest holders were ArrowMark Colorado Holdings LLC ($17.3M), Stifel Financial Corp. ($2.7M) and Osaic Holdings, Inc. ($2.6M).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 6 | $217K |
All 13F filers, Q1 2026 → Q2 2026: 141,400 shares bought and 285,548 shares sold, net −144,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| ArrowMark Colorado Holdings LLC | 0.72% | No change | 884,834 | $17.3M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 139,071 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +15.1% | 131,069 | $2.6M |
| Noble Wealth Management PBC | 0.96% | Add +0.8% | 107,197 | $2.1M |
| Everstar Asset Management, LLC | 0.56% | Add +25.9% | 59,632 | $1.2M |
| Closed-End Fund Advisors, Inc. | 1.04% | Reduce -21.7% | 54,650 | $1.1M |
| Almitas Capital LLC | 0.24% | Reduce -30.6% | 50,843 | $994K |
| AlphaCore Capital LLC | 0.01% | New | 40,258 | $787K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 33,696 | $659K |
| Marshall Wace, LLP | 0.00% | New | 32,626 | $638K |
| Raymond James Financial Inc. | 0.00% | Reduce -83.8% | 31,473 | $615K |
| CSS LLC | 0.07% | Reduce -15.2% | 26,821 | $524K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.4% | 24,037 | $470K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.8% | 22,846 | $447K |
| Hudson Bay Capital Management LP | 0.00% | Reduce -67.8% | 18,222 | $356K |
| Falcon Wealth Planning | 0.02% | No change | 16,179 | $316K |
| Mariner, LLC | 0.00% | New | 14,974 | $293K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 14,762 | $289K |
| UBS Group AG | 0.00% | Add +293.1% | 13,941 | $273K |
| Accurate Wealth Management, LLC | 0.02% | Reduce -14.4% | 11,388 | $228K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.9% | 11,054 | $216K |
| Belpointe Asset Management LLC | 0.01% | New | 10,300 | $201K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -9.6% | 1,903 | $37K |
| Trust Co. of Vermont | 0.00% | — | 1,750 | $34K |
| JPMorgan Chase & Co. | 0.00% | New | 1,073 | $21K |
| Simplex Trading, LLC | 0.00% | New | 924 | $18K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -97.3% | 693 | $14K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -28.6% | 500 | $10K |
| NFSG Corp | 0.00% | No change | 200 | $4K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 135 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.0% | 3 | $59 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -57.1% | 3 | $59 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $39 |
| Wells Fargo & Company | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.