Everstar Asset Management’s ArrowMark Financial BANX Stock Holding History

Everstar 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
2026 Q1	$902K	Buy	47,345 +1,153	+2%	+$23.4K	0.48%	72
2025 Q4	$1M	Buy	46,192 +2,004	+5%	+$43.4K	0.54%	62
2025 Q3	$969K	Buy	44,188 +3,766	+9%	+$79.2K	0.55%	54
2025 Q2	$846K	Buy	40,422 +16,457	+69%	+$332K	0.52%	51
2025 Q1	$504K	Buy	23,965 +767	+3%	+$16.1K	0.33%	95
2024 Q4	$487K	Buy	23,198 +1,321	+6%	+$27.3K	0.34%	77
2024 Q3	$453K	Buy	+21,877	New	+$433K	0.31%	96

Other funds holding BANX

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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 Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

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

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

Everstar Asset Management's BANX Position: Q1 2026 in Review

Everstar Asset Management increased its ArrowMark Financial (BANX) stake by 2.5% in Q1 2026, buying an estimated $23.4K and bringing the position to 47,345 shares worth $902K. The position accounts for 0.48% of the portfolio, ranked #72.

Everstar Asset Management first reported a position in BANX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1M in Q4 2025. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

Everstar Asset Management held 47,345 shares of ArrowMark Financial worth $902K as of Q1 2026.
Everstar Asset Management bought 1,153 ArrowMark Financial shares in Q1 2026, an estimated $23.4K.
ArrowMark Financial made up 0.48% of Everstar Asset Management's portfolio in Q1 2026, its #72 holding.
Everstar Asset Management first reported a position in ArrowMark Financial in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's ArrowMark Financial position peaked at $1M in Q4 2025.
34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.