Accurate Wealth Management’s ArrowMark Financial BANX Stock Holding History

Accurate Wealth Management’s Portfolio BANX Stock Details BANX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Sell	11,388 -1,917	-14%	-$37.6K	0.02%	521
2026 Q1	$259K	Sell	13,305 -1,211	-8%	-$24.5K	0.03%	448
2025 Q4	$320K	Buy	14,516 +142	+1%	+$3.08K	0.04%	389
2025 Q3	$311K	Buy	+14,374	New	+$302K	0.04%	384

Other funds holding BANX

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Accurate Wealth Management's BANX Position: Q2 2026 in Review

Accurate Wealth Management reduced its ArrowMark Financial (BANX) stake by 14% in Q2 2026, selling an estimated $37.6K and leaving 11,388 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #521.

Accurate Wealth Management first reported a position in BANX in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q4 2025. 4 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

Accurate Wealth Management held 11,388 shares of ArrowMark Financial worth $228K as of Q2 2026.
Accurate Wealth Management sold 1,917 ArrowMark Financial shares in Q2 2026, an estimated $37.6K.
ArrowMark Financial made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #521 holding.
Accurate Wealth Management first reported a position in ArrowMark Financial in Q3 2025 and has held it in 4 quarters since.
Accurate Wealth Management's ArrowMark Financial position peaked at $320K in Q4 2025.
4 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.