Arrowmark Financial (BANX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of BANX (all 13F filers)
- ArrowMark Colorado Holdings885 KType not verified0
- Stifel Financial139 KWealth adviser+108
- Osaic Holdings131 KWealth adviser+17 K
- Noble Wealth Management PBC107 KWealth adviser+884
- Everstar Asset Management60 KType not verified+12 K
- Closed-End Fund Advisors55 KType not verified−15 K
- Almitas Capital51 KInvestment firm−22 K
- AlphaCore Capital40 KType not verified+40 K
- Morgan Stanley34 KBank or trading desk−22
- Wace, Llp Marshall33 KInvestment firm+33 K
- Shares
- 885 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $17.3M
- Shares
- 139 K
- Change
- +108
See more
- Type
- Wealth adviser
- Value
- $2.7M
- Shares
- 131 K
- Change
- +17 K
See more
- Type
- Wealth adviser
- Value
- $2.6M
- Noble Wealth Management PBC
- Shares
- 107 K
- Change
- +884
See more
- Type
- Wealth adviser
- Value
- $2.1M
- Everstar Asset Management
- Shares
- 60 K
- Change
- +12 K
See more
- Type
- Type not verified
- Value
- $1.2M
- Closed-End Fund Advisors
- Shares
- 55 K
- Change
- −15 K
See more
- Type
- Type not verified
- Value
- $1.1M
- Almitas Capital
- Shares
- 51 K
- Change
- −22 K
See more
- Type
- Investment firm
- Value
- $994K
- Shares
- 40 K
- Change
- +40 K
See more
- Type
- Type not verified
- Value
- $787K
- Shares
- 34 K
- Change
- −22
See more
- Type
- Bank or trading desk
- Value
- $659K
- Shares
- 33 K
- Change
- +33 K
See more
- Type
- Investment firm
- Value
- $638K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- ArrowMark Colorado Holdings9.14%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 10, 2026
- ArrowMark Colorado Holdings10.35%13Gfiling ↗Event: Dec 31, 2025 · filed: Jan 15, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Change in directors or officers (Item 5.02)
«ArrowMark Financial Corp. Announces Officer Changes»
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.