CIA
BANX

Capital Investment Advisors’s ArrowMark Financial BANX Stock Holding History

Capital Investment 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
Q2 		$447K Sell
22,846
-1,400
-6% -$27.4K 0.01% 547
2026
Q1 		$462K Sell
24,246
-1,750
-7% -$35.4K 0.01% 511
2025
Q4 		$567K Sell
25,996
-1,500
-5% -$32.5K 0.01% 456
2025
Q3 		$603K Hold
27,496
– – 0.01% 434
2025
Q2 		$575K Sell
27,496
-1,000
-4% -$20.1K 0.01% 429
2025
Q1 		$600K Sell
28,496
-2,250
-7% -$47.4K 0.01% 411
2024
Q4 		$645K Sell
30,746
-5,000
-14% -$103K 0.01% 385
2024
Q3 		$740K Buy
35,746
+1,496
+4% +$29.6K 0.02% 344
2024
Q2 		$631K Buy
34,250
+1,000
+3% +$18.4K 0.01% 359
2024
Q1 		$632K Buy
33,250
+1,000
+3% +$18.5K 0.01% 360
2023
Q4 		$586K Buy
32,250
+1,250
+4% +$21.7K 0.01% 353
2023
Q3 		$542K Buy
31,000
+6,250
+25% +$106K 0.02% 343
2023
Q2 		$412K Buy
24,750
+5,750
+30% +$97.4K 0.01% 367
2023
Q1 		$342K Buy
19,000
+2,250
+13% +$41K 0.01% 419
2022
Q4 		$285K Buy
16,750
+2,200
+15% +$37.8K 0.01% 456
2022
Q3 		$251K Buy
+14,550
New +$270K 0.01% 455

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
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 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

Capital Investment Advisors's BANX Position: Q2 2026 in Review

Capital Investment Advisors reduced its ArrowMark Financial (BANX) stake by 5.8% in Q2 2026, selling an estimated $27.4K and leaving 22,846 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #547.

Capital Investment Advisors first reported a position in BANX in Q3 2022 and has held it in 16 quarters since. The position peaked at $740K in Q3 2024. 18 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Capital Investment Advisors held 22,846 shares of ArrowMark Financial worth $447K as of Q2 2026.
  • Capital Investment Advisors sold 1,400 ArrowMark Financial shares in Q2 2026, an estimated $27.4K.
  • ArrowMark Financial made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #547 holding.
  • Capital Investment Advisors first reported a position in ArrowMark Financial in Q3 2022 and has held it in 16 quarters since.
  • Capital Investment Advisors's ArrowMark Financial position peaked at $740K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

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