GWSA
BANX

Global Wealth Strategies & Associates’s ArrowMark Financial BANX Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-511
Closed -$11.2K – 547
2025
Q4 		$11.2K Buy
+511
New +$11.1K ﹤0.01% 296

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Strategies & Associates's BANX Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of ArrowMark Financial (BANX) in Q1 2026, closing a stake of 511 shares — an estimated $11.2K sold.

Global Wealth Strategies & Associates first reported a position in BANX in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining ArrowMark Financial position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 511 ArrowMark Financial shares in Q1 2026, an estimated $11.2K.
  • Global Wealth Strategies & Associates first reported a position in ArrowMark Financial in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's ArrowMark Financial position peaked at $11.2K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.