Arrowmark FinancialBANX
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 31 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 4 sold out. The largest holders were ArrowMark Colorado Holdings LLC ($4.1M), Raymond James Financial Inc. ($4.0M) and Stifel Financial Corp. ($3.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 4 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 93,295 shares bought and 75,461 shares sold, net +17,834 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| ArrowMark Colorado Holdings LLC | 0.06% | No change | 196,145 | $4.1M |
| Raymond James Financial Inc. | 0.00% | — | 188,570 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +4.2% | 167,707 | $3.5M |
| Osaic Holdings, Inc. | 0.00% | Add +2.9% | 83,132 | $1.7M |
| Bard Associates Inc. | 0.31% | No change | 41,810 | $904K |
| Round Rock Advisors LLC | 0.18% | New | 42,700 | $896K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -14.0% | 30,746 | $645K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.4% | 23,929 | $502K |
| Everstar Asset Management, LLC | 0.34% | Add +6.0% | 23,198 | $487K |
| Citadel Advisors | 0.00% | Add +31.0% | 21,631 | $452K |
| Falcon Wealth Planning | 0.04% | Add +15.3% | 18,862 | $396K |
| Noble Wealth Management PBC | 0.24% | — | 16,599 | $348K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.1% | 12,681 | $266K |
| Calydon Capital | 0.05% | New | 12,455 | $261K |
| Morgan Stanley | 0.00% | Reduce -38.5% | 11,778 | $247K |
| Oxbow Advisors, LLC | 0.03% | No change | 10,990 | $231K |
| Millennium Management | 0.00% | New | 10,542 | $220K |
| Catalina Capital Group, LLC | 0.07% | Add +0.1% | 10,324 | $217K |
| MAI Capital Management | 0.00% | New | 5,250 | $110K |
| Royal Bank of Canada | 0.00% | No change | 4,731 | $99K |
| Bank of America Corp. | 0.00% | No change | 4,550 | $95K |
| Trust Co. of Vermont | 0.00% | New | 2,750 | $58K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $57K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -14.2% | 1,493 | $31K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 750 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -0.2% | 449 | $9K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| SBI Securities Co., Ltd. | 0.00% | — | 106 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -95.7% | 43 | $898 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.