CAM
BANX

Creekmur Asset Management’s ArrowMark Financial BANX Stock Holding History

Creekmur Asset Management’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 		$227 Hold
10
– – ﹤0.01% 696
2025
Q2 		$212 Buy
+10
New +$201 ﹤0.01% 708

Other funds holding BANX

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creekmur Asset Management's BANX Position: Q3 2025 in Review

Creekmur Asset Management held its ArrowMark Financial (BANX) position steady in Q3 2025 at 10 shares worth $227. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Creekmur Asset Management first reported a position in BANX in Q2 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BANX as of Q3 2025.

  • Creekmur Asset Management held 10 shares of ArrowMark Financial worth $227 as of Q3 2025.
  • Creekmur Asset Management left its ArrowMark Financial share count unchanged in Q3 2025.
  • ArrowMark Financial made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #696 holding.
  • Creekmur Asset Management first reported a position in ArrowMark Financial in Q2 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.