FWP
BANX

Falcon Wealth Planning’s ArrowMark Financial BANX Stock Holding History

Falcon Wealth Planning’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 		$316K Hold
16,179
– – 0.02% 187
2026
Q1 		$308K Sell
16,179
-1,385
-8% -$28.1K 0.02% 178
2025
Q4 		$383K Sell
17,564
-1,298
-7% -$28.1K 0.03% 144
2025
Q3 		$413K Hold
18,862
– – 0.04% 124
2025
Q2 		$395K Hold
18,862
– – 0.04% 116
2025
Q1 		$397K Hold
18,862
– – 0.04% 115
2024
Q4 		$396K Buy
18,862
+2,500
+15% +$51.6K 0.04% 116
2024
Q3 		$339K Buy
16,362
+2,054
+14% +$40.6K 0.04% 115
2024
Q2 		$264K Buy
+14,308
New +$263K 0.03% 118

Other funds holding BANX

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Falcon Wealth Planning's BANX Position: Q2 2026 in Review

Falcon Wealth Planning held its ArrowMark Financial (BANX) position steady in Q2 2026 at 16,179 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #187.

Falcon Wealth Planning first reported a position in BANX in Q2 2024 and has held it in 9 quarters since. The position peaked at $413K in Q3 2025. 5 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Falcon Wealth Planning held 16,179 shares of ArrowMark Financial worth $316K as of Q2 2026.
  • Falcon Wealth Planning left its ArrowMark Financial share count unchanged in Q2 2026.
  • ArrowMark Financial made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #187 holding.
  • Falcon Wealth Planning first reported a position in ArrowMark Financial in Q2 2024 and has held it in 9 quarters since.
  • Falcon Wealth Planning's ArrowMark Financial position peaked at $413K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.