AC
BANX

Almitas Capital’s ArrowMark Financial BANX Stock Holding History

Almitas Capital’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 		$994K Sell
50,843
-22,409
-31% -$439K 0.24% 58
2026
Q1 		$1.4M Buy
+73,252
New +$1.48M 0.32% 56

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Almitas Capital's BANX Position: Q2 2026 in Review

Almitas Capital reduced its ArrowMark Financial (BANX) stake by 31% in Q2 2026, selling an estimated $439K and leaving 50,843 shares worth $994K. The position accounts for 0.24% of the portfolio, ranked #58.

Almitas Capital first reported a position in BANX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.4M in Q1 2026. 36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Almitas Capital held 50,843 shares of ArrowMark Financial worth $994K as of Q2 2026.
  • Almitas Capital sold 22,409 ArrowMark Financial shares in Q2 2026, an estimated $439K.
  • ArrowMark Financial made up 0.24% of Almitas Capital's portfolio in Q2 2026, its #58 holding.
  • Almitas Capital first reported a position in ArrowMark Financial in Q1 2026 and has held it in 2 quarters since.
  • Almitas Capital's ArrowMark Financial position peaked at $1.4M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Almitas Capital's 13F filing for Q2 2026, filed 17 Aug 2026.