Arrowmark FinancialBANX
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 25 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Greenwich Investment Management, Inc. ($5.5M), Raymond James Financial Services Advisors, Inc. ($4.5M) and ArrowMark Colorado Holdings LLC ($4.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $264K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 32,130 shares bought and 479,073 shares sold, net −446,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Greenwich Investment Management, Inc. | 5.05% | Reduce -6.0% | 299,275 | $5.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.5% | 244,136 | $4.5M |
| ArrowMark Colorado Holdings LLC | 0.05% | Reduce -46.1% | 240,868 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -5.4% | 186,706 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.0% | 81,069 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.0% | 59,616 | $1.1M |
| Bard Associates Inc. | 0.30% | No change | 42,610 | $786K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.0% | 34,250 | $631K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 19,962 | $368K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.2% | 19,374 | $357K |
| Punch & Associates Investment Management, Inc. | 0.02% | Reduce -70.7% | 15,815 | $292K |
| Falcon Wealth Planning | 0.03% | New | 14,308 | $264K |
| Magnus Financial Group LLC | 0.03% | Add +2.4% | 12,372 | $228K |
| Citadel Advisors | 0.00% | Reduce -35.9% | 11,529 | $213K |
| Oxbow Advisors, LLC | 0.02% | Reduce -2.0% | 10,990 | $203K |
| Morgan Stanley | 0.00% | Reduce -4.8% | 10,566 | $195K |
| Royal Bank of Canada | 0.00% | No change | 4,731 | $87K |
| Bank of America Corp. | 0.00% | No change | 4,550 | $84K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,741 | $32K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 1,083 | $20K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 750 | $14K |
| UBS Group AG | 0.00% | No change | 550 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 450 | $8K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.