Arrowmark FinancialBANX
13F holders, Q3 2024 (September 30)27holders +2
4new positions
2sold out
1famous investor
$20.73avg. 13F price*
At the end of Q3 2024, 27 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, up 2 from Q2 2024. 4 opened new positions and 2 sold out. The largest holders were ArrowMark Colorado Holdings LLC ($4.1M), Raymond James Financial Services Advisors, Inc. ($4.1M) and Stifel Financial Corp. ($3.3M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $243K |
| Exits | 2 | $520K |
All 13F filers, Q2 2024 → Q3 2024: 32,539 shares bought and 154,696 shares sold, net −122,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| ArrowMark Colorado Holdings LLC | 0.05% | Reduce -18.6% | 196,145 | $4.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -19.5% | 196,433 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -13.8% | 161,024 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.3% | 80,827 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.4% | 57,006 | $1.2M |
| Bard Associates Inc. | 0.29% | Reduce -1.9% | 41,810 | $865K |
| Capital Investment Advisors, LLC | 0.02% | Add +4.4% | 35,746 | $740K |
| Oppenheimer & Co. Inc. | 0.01% | Add +15.0% | 22,274 | $461K |
| Everstar Asset Management, LLC | 0.31% | — | 21,877 | $453K |
| Morgan Stanley | 0.00% | Add +81.1% | 19,137 | $396K |
| Citadel Advisors | 0.00% | Add +43.2% | 16,512 | $344K |
| Falcon Wealth Planning | 0.04% | Add +14.4% | 16,362 | $339K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.4% | 15,296 | $316K |
| Oxbow Advisors, LLC | 0.02% | No change | 10,990 | $227K |
| Catalina Capital Group, LLC | 0.07% | New | 10,310 | $213K |
| Royal Bank of Canada | 0.00% | No change | 4,731 | $98K |
| Bank of America Corp. | 0.00% | No change | 4,550 | $94K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $56K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 1,741 | $36K |
| UBS Group AG | 0.00% | Add +144.6% | 1,345 | $28K |
| Wells Fargo & Company | 0.00% | Reduce -7.7% | 1,000 | $21K |
| Ridgewood Investments LLC | 0.01% | New | 800 | $17K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 750 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 500 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 450 | $9K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 130 | $3K |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.