AC
BANX

AlphaCore Capital’s ArrowMark Financial BANX Stock Holding History

AlphaCore 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 		$787K Buy
+40,258
New +$789K 0.01% 523

Other funds holding BANX

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
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

AlphaCore Capital's BANX Position: Q2 2026 in Review

AlphaCore Capital opened a new position in ArrowMark Financial (BANX) in Q2 2026: 40,258 shares worth $787K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

17 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • AlphaCore Capital held 40,258 shares of ArrowMark Financial worth $787K as of Q2 2026.
  • ArrowMark Financial was a new AlphaCore Capital position in Q2 2026.
  • ArrowMark Financial made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #523 holding.
  • 17 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.