Creative Financial Designs
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Creative Financial Designs’s ArrowMark Financial BANX Stock Holding History

Creative Financial Designs’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 		– Sell
-827
Closed -$15.8K – 2266
2026
Q1 		$15.8K Buy
+827
New +$16.7K ﹤0.01% 1262

Other funds holding BANX

ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Everstar Asset Management
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Almitas Capital
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Financial Designs's BANX Position: Q2 2026 in Review

Creative Financial Designs sold out of ArrowMark Financial (BANX) in Q2 2026, closing a stake of 827 shares — an estimated $15.8K sold.

Creative Financial Designs first reported a position in BANX in Q1 2026 and held it in 1 quarter. The position peaked at $15.8K in Q1 2026. 35 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Creative Financial Designs reported no remaining ArrowMark Financial position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 827 ArrowMark Financial shares in Q2 2026, an estimated $15.8K.
  • Creative Financial Designs first reported a position in ArrowMark Financial in Q1 2026 and held it in 1 quarter.
  • Creative Financial Designs's ArrowMark Financial position peaked at $15.8K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.