Arrowmark FinancialBANX
13F holders, Q1 2026 (March 31)34holders +1
7new positions
5sold out
$19.06avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding Arrowmark Financial Corp. (BANX) in their 13F filings, up 1 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were ArrowMark Colorado Holdings LLC ($16.9M), Raymond James Financial Inc. ($3.7M) and Stifel Financial Corp. ($2.6M).
- Company
- Arrowmark Financial Corp.
- CUSIP
- 861780104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.2M |
| Exits | 5 | $603K |
All 13F filers, Q4 2025 → Q1 2026: 411,652 shares bought and 49,168 shares sold, net +362,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| ArrowMark Colorado Holdings LLC | 0.45% | Add +9.5% | 884,834 | $16.9M |
| Raymond James Financial Inc. | 0.00% | Add +25.4% | 194,853 | $3.7M |
| Stifel Financial Corp. | 0.00% | Reduce -10.8% | 138,963 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +143.2% | 113,837 | $2.2M |
| Noble Wealth Management PBC | 1.04% | Add +31.7% | 106,313 | $2.0M |
| Almitas Capital LLC | 0.32% | New | 73,252 | $1.4M |
| Closed-End Fund Advisors, Inc. | 1.35% | Add +0.6% | 69,773 | $1.3M |
| Hudson Bay Capital Management LP | 0.01% | New | 56,666 | $1.1M |
| Everstar Asset Management, LLC | 0.48% | Add +2.5% | 47,345 | $902K |
| Morgan Stanley | 0.00% | Add +5.4% | 33,718 | $643K |
| CSS LLC | 0.10% | New | 31,642 | $603K |
| Caldwell Sutter Capital, Inc. | 0.20% | Add +3607.5% | 25,693 | $490K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.7% | 24,246 | $462K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.1% | 23,700 | $452K |
| Falcon Wealth Planning | 0.02% | Reduce -7.9% | 16,179 | $308K |
| Catalina Capital Group, LLC | 0.18% | Add +0.1% | 15,717 | $300K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 14,762 | $281K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -8.3% | 13,305 | $259K |
| Private Advisor Group, LLC | 0.00% | Add +11.4% | 12,268 | $234K |
| MAI Capital Management | 0.00% | No change | 5,250 | $100K |
| FNY Investment Advisers, LLC | 0.04% | New | 4,700 | $89K |
| UBS Group AG | 0.00% | Add +266.7% | 3,546 | $68K |
| Blue Bell Private Wealth Management, LLC | 0.01% | New | 2,104 | $40K |
| Creative Financial Designs Inc. | 0.00% | New | 827 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +40.0% | 700 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +0.9% | 453 | $9K |
| NFSG Corp | 0.00% | No change | 200 | $4K |
| Allworth Financial LP | 0.00% | No change | 200 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 135 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 100 | $2K |
| Bard Associates Inc. | 0.00% | Reduce -77.8% | 82 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +75.0% | 7 | $133 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -89.5% | 4 | $76 |
| Wells Fargo & Company | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is BANX's weight in each manager's 13F, not the share of Arrowmark Financial Corp. the manager owns.