Arrowmark FinancialBANX
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 31 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were ArrowMark Colorado Holdings LLC ($4.1M), Raymond James Financial Inc. ($3.9M) and Stifel Financial Corp. ($3.8M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $316K |
| Exits | 1 | $16K |
All 13F filers, Q4 2024 → Q1 2025: 186,890 shares bought and 85,601 shares sold, net +101,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| ArrowMark Colorado Holdings LLC | 0.07% | No change | 196,145 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 185,749 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 179,233 | $3.8M |
| Round Rock Advisors LLC | 0.64% | Add +283.9% | 163,933 | $3.5M |
| Noble Wealth Management PBC | 0.72% | Add +201.9% | 50,121 | $1.1M |
| Bard Associates Inc. | 0.33% | Reduce -0.9% | 41,435 | $872K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.3% | 28,496 | $600K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.8% | 24,828 | $523K |
| Everstar Asset Management, LLC | 0.33% | Add +3.3% | 23,965 | $504K |
| Falcon Wealth Planning | 0.04% | No change | 18,862 | $397K |
| Osaic Holdings, Inc. | 0.00% | Reduce -78.4% | 17,959 | $378K |
| HRT Financial LP | 0.00% | New | 15,000 | $316K |
| Millennium Management | 0.00% | Add +37.0% | 14,442 | $305K |
| Calydon Capital | 0.05% | Reduce -4.8% | 11,855 | $250K |
| Citadel Advisors | 0.00% | Reduce -45.6% | 11,769 | $248K |
| Morgan Stanley | 0.00% | Reduce -6.3% | 11,042 | $232K |
| Oxbow Advisors, LLC | 0.03% | No change | 10,990 | $231K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.4% | 10,478 | $221K |
| Catalina Capital Group, LLC | 0.14% | No change | 10,324 | $217K |
| MAI Capital Management | 0.00% | No change | 5,250 | $111K |
| Royal Bank of Canada | 0.00% | No change | 4,731 | $100K |
| Bank of America Corp. | 0.00% | No change | 4,550 | $96K |
| Trust Co. of Vermont | 0.00% | No change | 2,750 | $58K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $57K |
| Caldwell Sutter Capital, Inc. | 0.01% | Reduce -53.6% | 693 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 449 | $9K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +40.6% | 149 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -72.1% | 12 | $248 |
| Farther Finance Advisors, LLC | 0.00% | No change | 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.