AlphaCore Capital
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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
Q3 		– Sell
-40,258
Closed -$787K – 1737
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 7.64% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AlphaCore Capital's BANX Position: Q3 2026 in Review

AlphaCore Capital sold out of ArrowMark Financial (BANX) in Q3 2026, closing a stake of 40,258 shares — an estimated $787K sold.

AlphaCore Capital first reported a position in BANX in Q2 2026 and held it in 1 quarter. The position peaked at $787K in Q2 2026. 21 funds tracked by Wall St. Rank hold BANX as of Q3 2026.

  • AlphaCore Capital reported no remaining ArrowMark Financial position as of Q3 2026 after selling out during the quarter.
  • AlphaCore Capital sold 40,258 ArrowMark Financial shares in Q3 2026, an estimated $787K.
  • AlphaCore Capital first reported a position in ArrowMark Financial in Q2 2026 and held it in 1 quarter.
  • AlphaCore Capital's ArrowMark Financial position peaked at $787K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.