Highline Wealth Partners’s ArrowMark Financial BANX Stock Holding History

Highline Wealth Partners’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	$2.64K	Hold	135	–	–	﹤0.01%	1120
2026 Q1	$2.57K	Hold	135	–	–	﹤0.01%	1002
2025 Q4	$2.95K	Buy	+135	New	+$2.92K	﹤0.01%	747

Other funds holding BANX

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Highline Wealth Partners's BANX Position: Q2 2026 in Review

Highline Wealth Partners held its ArrowMark Financial (BANX) position steady in Q2 2026 at 135 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Highline Wealth Partners first reported a position in BANX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.95K in Q4 2025. 4 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

Highline Wealth Partners held 135 shares of ArrowMark Financial worth $2.64K as of Q2 2026.
Highline Wealth Partners left its ArrowMark Financial share count unchanged in Q2 2026.
ArrowMark Financial made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1120 holding.
Highline Wealth Partners first reported a position in ArrowMark Financial in Q4 2025 and has held it in 3 quarters since.
Highline Wealth Partners's ArrowMark Financial position peaked at $2.95K in Q4 2025.
4 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.