Cambridge Investment Research Advisors
BANX

Cambridge Investment Research Advisors’s ArrowMark Financial BANX Stock Holding History

Cambridge Investment Research Advisors’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 		– Sell
-10,178
Closed -$222K – 3940
2025
Q4 		$222K Buy
10,178
+41
+0.4% +$888 ﹤0.01% 3489
2025
Q3 		$222K Buy
10,137
+160
+2% +$3.36K ﹤0.01% 3391
2025
Q2 		$209K Sell
9,977
-501
-5% -$10.1K ﹤0.01% 3314
2025
Q1 		$221K Sell
10,478
-2,203
-17% -$46.4K ﹤0.01% 3122
2024
Q4 		$266K Sell
12,681
-2,615
-17% -$54K ﹤0.01% 2931
2024
Q3 		$316K Sell
15,296
-4,666
-23% -$92.3K ﹤0.01% 2792
2024
Q2 		$368K Buy
19,962
+63
+0.3% +$1.16K ﹤0.01% 2548
2024
Q1 		$378K Sell
19,899
-574
-3% -$10.6K ﹤0.01% 2520
2023
Q4 		$372K Sell
20,473
-457
-2% -$7.94K ﹤0.01% 2434
2023
Q3 		$366K Buy
20,930
+2,472
+13% +$41.7K ﹤0.01% 2345
2023
Q2 		$308K Buy
18,458
+222
+1% +$3.76K ﹤0.01% 2501
2023
Q1 		$328K Buy
18,236
+210
+1% +$3.82K ﹤0.01% 2409
2022
Q4 		$307K Buy
18,026
+2,200
+14% +$37.8K ﹤0.01% 2413
2022
Q3 		$273K Sell
15,826
-483
-3% -$8.96K ﹤0.01% 2446
2022
Q2 		$313K Buy
16,309
+1,316
+9% +$26K ﹤0.01% 2347
2022
Q1 		$322K Buy
+14,993
New +$325K ﹤0.01% 2486

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors's BANX Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of ArrowMark Financial (BANX) in Q1 2026, closing a stake of 10,178 shares — an estimated $222K sold.

Cambridge Investment Research Advisors first reported a position in BANX in Q1 2022 and held it in 16 quarters. The position peaked at $378K in Q1 2024. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining ArrowMark Financial position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,178 ArrowMark Financial shares in Q1 2026, an estimated $222K.
  • Cambridge Investment Research Advisors first reported a position in ArrowMark Financial in Q1 2022 and held it in 16 quarters.
  • Cambridge Investment Research Advisors's ArrowMark Financial position peaked at $378K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.