Belpointe Asset Management’s ArrowMark Financial BANX Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-9,300	Closed	-$204K	–	1027
2025 Q3	$204K	Buy	+9,300	New	+$196K	0.01%	931
2023 Q2	–	Sell	-9,382	Closed	-$169K	–	821
2023 Q1	$169K	Sell	9,382 -244	-3%	-$4.44K	0.01%	1016
2022 Q4	$164K	Hold	9,626	–	–	0.01%	977
2022 Q3	$166K	Hold	9,626	–	–	0.01%	915
2022 Q2	$185K	Hold	9,626	–	–	0.01%	855
2022 Q1	$207K	Sell	9,626 -2,000	-17%	-$43.3K	0.01%	889
2021 Q4	$255K	Buy	11,626 +2,723	+31%	+$60.2K	0.02%	791
2021 Q3	$197K	Buy	8,903 +1,783	+25%	+$38.9K	0.01%	858
2021 Q2	$156K	Buy	+7,120	New	+$149K	0.01%	934
2020 Q2	–	Sell	-6,200	Closed	-$101K	–	736
2020 Q1	$101K	Sell	6,200 -1,149	-16%	-$23K	0.02%	613
2019 Q4	$163K	Sell	7,349 -823	-10%	-$18.6K	0.02%	605
2019 Q3	$182K	Buy	+8,172	New	+$178K	0.03%	495

Other funds holding BANX

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWMP

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Belpointe Asset Management's BANX Position: Q4 2025 in Review

Belpointe Asset Management sold out of ArrowMark Financial (BANX) in Q4 2025, closing a stake of 9,300 shares — an estimated $204K sold.

Belpointe Asset Management first reported a position in BANX in Q3 2019 and held it in 12 quarters. The position peaked at $255K in Q4 2021. 33 funds tracked by Wall St. Rank hold BANX as of Q4 2025.

Belpointe Asset Management reported no remaining ArrowMark Financial position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 9,300 ArrowMark Financial shares in Q4 2025, an estimated $204K.
Belpointe Asset Management first reported a position in ArrowMark Financial in Q3 2019 and held it in 12 quarters.
Belpointe Asset Management's ArrowMark Financial position peaked at $255K in Q4 2021.
33 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.