Arrowmark FinancialBANX
13F holders, Q3 2025 (September 30)36holders +4
7new positions
4sold out
$21.91avg. 13F price*
At the end of Q3 2025, 36 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, up 4 from Q2 2025. 7 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($3.9M), Stifel Financial Corp. ($3.4M) and ArrowMark Colorado Holdings LLC ($3.0M).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 4 | $4.3M |
All 13F filers, Q2 2025 → Q3 2025: 91,202 shares bought and 282,335 shares sold, net −191,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 179,070 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 153,523 | $3.4M |
| ArrowMark Colorado Holdings LLC | 0.06% | Reduce -30.3% | 137,327 | $3.0M |
| Noble Wealth Management PBC | 0.91% | — | 77,679 | $1.7M |
| Everstar Asset Management, LLC | 0.55% | Add +9.3% | 44,188 | $969K |
| Osaic Holdings, Inc. | 0.00% | Add +50.6% | 34,208 | $742K |
| Morgan Stanley | 0.00% | Add +65.3% | 30,940 | $678K |
| Capital Investment Advisors, LLC | 0.01% | No change | 27,496 | $603K |
| Bard Associates Inc. | 0.16% | Reduce -33.8% | 27,155 | $595K |
| Marshall Wace, LLP | 0.00% | Add +40.2% | 25,821 | $566K |
| Oppenheimer & Co. Inc. | 0.01% | Add +39.3% | 22,293 | $489K |
| Falcon Wealth Planning | 0.04% | No change | 18,862 | $413K |
| Catalina Capital Group, LLC | 0.21% | No change | 15,678 | $344K |
| Rockefeller Capital Management L.P. | 0.00% | New | 14,762 | $324K |
| Accurate Wealth Management, LLC | 0.04% | New | 14,374 | $311K |
| Oxbow Advisors, LLC | 0.02% | Reduce -0.9% | 10,890 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 10,137 | $222K |
| Private Advisor Group, LLC | 0.00% | New | 9,350 | $205K |
| Belpointe Asset Management LLC | 0.01% | New | 9,300 | $204K |
| MAI Capital Management | 0.00% | No change | 5,250 | $115K |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 3,050 | $67K |
| UMB Bank, n.a. | 0.00% | No change | 2,700 | $59K |
| Trust Co. of Vermont | 0.00% | Reduce -24.7% | 1,750 | $38K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 693 | $15K |
| Pathway Financial Advisers, LLC | 0.00% | New | 557 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $11K |
| UBS Group AG | 0.00% | Reduce -56.3% | 445 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 449 | $10K |
| NFSG Corp | 0.00% | No change | 200 | $4K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| Simplex Trading, LLC | 0.00% | New | 120 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 10 | $227 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.1% | 10 | $219 |
| FMR LLC | 0.00% | Add +200.0% | 6 | $132 |
| Russell Investments Group, Ltd. | 0.00% | New | 5 | $110 |
| Wells Fargo & Company | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.