CEFA
BANX

Closed-End Fund Advisors’s ArrowMark Financial BANX Stock Holding History

Closed-End Fund 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 		$1.33M Buy
69,773
+436
+0.6% +$8.83K 1.35% 22
2025
Q4 		$1.51M Buy
+69,337
New +$1.5M 0.89% 32

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
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
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Closed-End Fund Advisors's BANX Position: Q1 2026 in Review

Closed-End Fund Advisors increased its ArrowMark Financial (BANX) stake by 0.63% in Q1 2026, buying an estimated $8.83K and bringing the position to 69,773 shares worth $1.33M. The position accounts for 1.35% of the portfolio, ranked #22.

Closed-End Fund Advisors first reported a position in BANX in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.51M in Q4 2025. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

  • Closed-End Fund Advisors held 69,773 shares of ArrowMark Financial worth $1.33M as of Q1 2026.
  • Closed-End Fund Advisors bought 436 ArrowMark Financial shares in Q1 2026, an estimated $8.83K.
  • ArrowMark Financial made up 1.35% of Closed-End Fund Advisors's portfolio in Q1 2026, its #22 holding.
  • Closed-End Fund Advisors first reported a position in ArrowMark Financial in Q4 2025 and has held it in 2 quarters since.
  • Closed-End Fund Advisors's ArrowMark Financial position peaked at $1.51M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Closed-End Fund Advisors's 13F filing for Q1 2026, filed 11 May 2026.