IWC
BANX

Integrated Wealth Concepts’s ArrowMark Financial BANX Stock Holding History

Integrated Wealth Concepts’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 		$177K Buy
+9,042
New +$177K ﹤0.01% 2413

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Integrated Wealth Concepts's BANX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ArrowMark Financial (BANX) in Q2 2026: 9,042 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #2413 among its holdings.

36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Integrated Wealth Concepts held 9,042 shares of ArrowMark Financial worth $177K as of Q2 2026.
  • ArrowMark Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • ArrowMark Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2413 holding.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.