Arrowmark FinancialBANX
13F holders, Q4 2025 (December 31)33holders −3
3new positions
6sold out
$21.82avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, down 3 from Q3 2025. 3 opened new positions and 6 sold out. The largest holders were ArrowMark Colorado Holdings LLC ($17.6M), Stifel Financial Corp. ($3.4M) and Raymond James Financial Inc. ($3.4M).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $36K |
| Exits | 6 | $843K |
All 13F filers, Q3 2025 → Q4 2025: 698,094 shares bought and 91,779 shares sold, net +606,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| ArrowMark Colorado Holdings LLC | 0.39% | Add +488.4% | 808,076 | $17.6M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 155,804 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.2% | 155,384 | $3.4M |
| Noble Wealth Management PBC | 0.88% | Add +3.9% | 80,711 | $1.8M |
| Closed-End Fund Advisors, Inc. | 0.89% | — | 69,337 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +36.9% | 46,816 | $1.0M |
| Everstar Asset Management, LLC | 0.54% | Add +4.5% | 46,192 | $1.0M |
| Morgan Stanley | 0.00% | Add +3.4% | 32,001 | $698K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.5% | 25,996 | $567K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.1% | 22,547 | $492K |
| Falcon Wealth Planning | 0.03% | Reduce -6.9% | 17,564 | $383K |
| Catalina Capital Group, LLC | 0.21% | Add +0.2% | 15,708 | $343K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 14,762 | $322K |
| Accurate Wealth Management, LLC | 0.04% | Add +1.0% | 14,516 | $320K |
| Private Advisor Group, LLC | 0.00% | Add +17.8% | 11,011 | $240K |
| Oxbow Advisors, LLC | 0.02% | No change | 10,890 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.4% | 10,178 | $222K |
| MAI Capital Management | 0.00% | No change | 5,250 | $115K |
| Bank of America Corp. | 0.00% | Add +65.6% | 5,050 | $110K |
| Trust Co. of Vermont | 0.00% | No change | 1,750 | $38K |
| Royal Bank of Canada | 0.00% | New | 1,030 | $22K |
| UBS Group AG | 0.00% | Add +117.3% | 967 | $21K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 693 | $15K |
| Global Wealth Strategies & Associates | 0.00% | New | 511 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 449 | $10K |
| Bard Associates Inc. | 0.00% | Reduce -98.6% | 370 | $8K |
| NFSG Corp | 0.00% | No change | 200 | $4K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 135 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Add +660.0% | 38 | $829 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.0% | 4 | $87 |
| Wells Fargo & Company | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.