Citadel Advisors
BANX

Citadel Advisors’s ArrowMark Financial BANX Stock Holding History

Citadel 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
2025
Q3 		– Sell
-15,939
Closed -$334K – 12743
2025
Q2 		$334K Buy
15,939
+4,170
+35% +$84K ﹤0.01% 9555
2025
Q1 		$248K Sell
11,769
-9,862
-46% -$208K ﹤0.01% 10004
2024
Q4 		$452K Buy
21,631
+5,119
+31% +$106K ﹤0.01% 8786
2024
Q3 		$344K Buy
16,512
+4,983
+43% +$98.6K ﹤0.01% 9042
2024
Q2 		$213K Sell
11,529
-6,462
-36% -$119K ﹤0.01% 9795
2024
Q1 		$343K Buy
17,991
+5,476
+44% +$102K ﹤0.01% 9190
2023
Q4 		$227K Buy
+12,515
New +$217K ﹤0.01% 9697
2023
Q3 		– Sell
-21,887
Closed -$366K – 14276
2023
Q2 		$366K Buy
21,887
+3,962
+22% +$67.1K ﹤0.01% 8604
2023
Q1 		$323K Buy
17,925
+6,104
+52% +$111K ﹤0.01% 9221
2022
Q4 		$201K Buy
+11,821
New +$203K ﹤0.01% 10130

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 $98.3M 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 $188M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors's BANX Position: Q3 2025 in Review

Citadel Advisors sold out of ArrowMark Financial (BANX) in Q3 2025, closing a stake of 15,939 shares — an estimated $334K sold.

Citadel Advisors first reported a position in BANX in Q4 2022 and held it in 10 quarters. The position peaked at $452K in Q4 2024. 36 funds tracked by Wall St. Rank hold BANX as of Q3 2025.

  • Citadel Advisors reported no remaining ArrowMark Financial position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 15,939 ArrowMark Financial shares in Q3 2025, an estimated $334K.
  • Citadel Advisors first reported a position in ArrowMark Financial in Q4 2022 and held it in 10 quarters.
  • Citadel Advisors's ArrowMark Financial position peaked at $452K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.