HF
BANX

HRT Financial’s ArrowMark Financial BANX Stock Holding History

HRT Financial’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
-15,000
Closed -$316K – 2600
2025
Q1 		$316K Buy
+15,000
New +$316K ﹤0.01% 1746

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 $207M AUM 18.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

HRT Financial's BANX Position: Q2 2025 in Review

HRT Financial sold out of ArrowMark Financial (BANX) in Q2 2025, closing a stake of 15,000 shares — an estimated $316K sold.

HRT Financial first reported a position in BANX in Q1 2025 and held it in 1 quarter. The position peaked at $316K in Q1 2025. 32 funds tracked by Wall St. Rank hold BANX as of Q2 2025.

  • HRT Financial reported no remaining ArrowMark Financial position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 15,000 ArrowMark Financial shares in Q2 2025, an estimated $316K.
  • HRT Financial first reported a position in ArrowMark Financial in Q1 2025 and held it in 1 quarter.
  • HRT Financial's ArrowMark Financial position peaked at $316K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.