FFA
BANX

Farther Finance Advisors’s ArrowMark Financial BANX Stock Holding History

Farther Finance 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
2025
Q2 		– Sell
-1
Closed -$21 – 4505
2025
Q1 		$21 Hold
1
– – ﹤0.01% 4189
2024
Q4 		$21 Buy
+1
New +$21 ﹤0.01% 3930

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
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farther Finance Advisors's BANX Position: Q2 2025 in Review

Farther Finance Advisors sold out of ArrowMark Financial (BANX) in Q2 2025, closing a stake of 1 share — an estimated $21 sold.

Farther Finance Advisors first reported a position in BANX in Q4 2024 and held it in 2 quarters. The position peaked at $21 in Q1 2025. 32 funds tracked by Wall St. Rank hold BANX as of Q2 2025.

  • Farther Finance Advisors reported no remaining ArrowMark Financial position as of Q2 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 1 ArrowMark Financial share in Q2 2025, an estimated $21.
  • Farther Finance Advisors first reported a position in ArrowMark Financial in Q4 2024 and held it in 2 quarters.
  • Farther Finance Advisors's ArrowMark Financial position peaked at $21 in Q1 2025.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2025.

Based on Farther Finance Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.