ARROWMARK FINANCIAL CORP (BANX) Top Institutional Shareholders
ARROWMARK FINANCIAL CORP (BANX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $36.42M in BANX holdings during the latest filing period.
Arrowmark Colorado Holdings Llc is currently the largest disclosed institutional shareholder of BANX tracked by InsiderSet, reporting ownership valued at approximately $16.86M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.33M, representing an estimated gain of +2.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed BANX value among the investors covered in this analysis. Major shareholders include Arrowmark Colorado Holdings Llc, Raymond James Financial Inc, Stifel Financial Corp, and several other long-term asset managers with concentrated positions in ARROWMARK FINANCIAL CORP (BANX).
This page ranks the largest institutional BANX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$36.42M
Largest Holder
Arrowmark Colorado Holdings Llc
Largest Position
$16.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arrowmark Colorado Holdings Llc | 0.45% | 884,834 | $16,864,936 | $17,325,050 | +$460,114 | +2.73% | |
| Raymond James Financial Inc | 0.00% | 194,853 | $3,713,890 | $3,815,222 | +$101,332 | +2.73% | |
| Stifel Financial Corp | 0.00% | 138,963 | $2,648,633 | $2,720,896 | +$72,263 | +2.73% | |
| Osaic Holdings, Inc. | 0.00% | 113,837 | $2,169,757 | $2,228,928 | +$59,171 | +2.73% | |
| Noble Wealth Management Pbc | 1.04% | 106,313 | $2,026,326 | $2,081,609 | +$55,283 | +2.73% | |
| Almitas Capital Llc | 0.32% | 73,252 | $1,396,183 | $1,434,274 | +$38,091 | +2.73% | |
| Closed-End Fund Advisors, Inc. | 1.35% | 69,773 | $1,329,873 | $1,366,155 | +$36,282 | +2.73% | |
| Hudson Bay Capital Management Lp | 0.01% | 56,666 | $1,080,054 | $1,109,520 | +$29,466 | +2.73% | |
| Everstar Asset Management, Llc | 0.48% | 47,345 | $902,396 | $927,015 | +$24,619 | +2.73% | |
| Morgan Stanley | 0.00% | 33,718 | $642,665 | $660,198 | +$17,533 | +2.73% | |
| Css Llc/Il | 0.03% | 31,642 | $603,096 | $619,550 | +$16,454 | +2.73% | |
| Caldwell Sutter Capital, Inc. | 0.20% | 25,693 | $489,709 | $503,069 | +$13,360 | +2.73% | |
| Capital Investment Advisors, Llc | 0.01% | 24,246 | $462,129 | $474,737 | +$12,608 | +2.73% | |
| Oppenheimer & Co Inc | 0.01% | 23,700 | $451,722 | $464,046 | +$12,324 | +2.73% | |
| Falcon Wealth Planning | 0.02% | 16,179 | $308,372 | $316,785 | +$8,413 | +2.73% | |
| Catalina Capital Group, Llc | 0.18% | 15,717 | $299,566 | $307,739 | +$8,173 | +2.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,762 | $281,364 | $289,040 | +$7,676 | +2.73% | |
| Accurate Wealth Management, Llc | 0.03% | 13,305 | $259,181 | $260,512 | +$1,331 | +0.51% | |
| Private Advisor Group, Llc | 0.00% | 12,268 | $233,828 | $240,207 | +$6,379 | +2.73% | |
| Mai Capital Management | 0.00% | 5,250 | $100,065 | $102,795 | +$2,730 | +2.73% | |
| Ubs Group Ag | 0.00% | 3,546 | $67,587 | $69,431 | +$1,844 | +2.73% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 2,104 | $40,102 | $41,196 | +$1,094 | +2.73% | |
| Creative Financial Designs Inc | 0.00% | 827 | $15,754 | $16,193 | +$439 | +2.78% | |
| Wilmington Savings Fund Society, Fsb | 0.00% | 700 | $13,342 | $13,706 | +$364 | +2.73% | |
| Sound Income Strategies, Llc | 0.00% | 453 | $8,707 | $8,870 | +$163 | +1.87% | |
| Allworth Financial Lp | 0.00% | 200 | $3,812 | $3,916 | +$104 | +2.73% | |
| Nfsg Corp | 0.00% | 200 | $3,812 | $3,916 | +$104 | +2.73% | |
| Highline Wealth Partners Llc | 0.00% | 135 | $2,573 | $2,643 | +$70 | +2.73% | |
| Jones Financial Companies Lllp | 0.00% | 100 | $1,868 | $1,958 | +$90 | +4.82% | |
| Bard Associates Inc | 0.00% | 82 | $1,563 | $1,606 | +$43 | +2.72% | |
| Sbi Securities Co., Ltd. | 0.00% | 7 | $133 | $137 | +$4 | +3.05% | |
| Fny Investment Advisers, Llc | 0.04% | 4,700 | $89 | $92,026 | +$91,937 | +103300.00% | |
| Russell Investments Group, Ltd. | 0.00% | 4 | $76 | $78 | +$2 | +3.05% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $28 | $20 | -$8 | -30.07% |
Frequently asked questions about BANX
Who owns the most BANX stock?
The largest holders of BANX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ARROWMARK FINANCIAL CORP (BANX).
Is BANX widely held by superinvestors?
Many widely followed stocks like BANX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BANX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.