Blue Bell Private Wealth Management’s ArrowMark Financial BANX Stock Holding History

Blue Bell Private 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 Q1	$40.1K	Buy	+2,104	New	+$42.6K	0.01%	432

Other funds holding BANX

ACH

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

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

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

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

NWMP

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

CEFA

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 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

Blue Bell Private Wealth Management's BANX Position: Q1 2026 in Review

Blue Bell Private Wealth Management opened a new position in ArrowMark Financial (BANX) in Q1 2026: 2,104 shares worth $40.1K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings.

34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

Blue Bell Private Wealth Management held 2,104 shares of ArrowMark Financial worth $40.1K as of Q1 2026.
ArrowMark Financial was a new Blue Bell Private Wealth Management position in Q1 2026.
ArrowMark Financial made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #432 holding.
34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.