Jones Financial Companies’s ArrowMark Financial BANX Stock Holding History

Jones Financial Companies’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	$1.87K	Buy	+100	New	+$2.02K	﹤0.01%	4169

Other funds holding BANX

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's BANX Position: Q1 2026 in Review

Jones Financial Companies opened a new position in ArrowMark Financial (BANX) in Q1 2026: 100 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #4169 among its holdings.

34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

Jones Financial Companies held 100 shares of ArrowMark Financial worth $1.87K as of Q1 2026.
ArrowMark Financial was a new Jones Financial Companies position in Q1 2026.
ArrowMark Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4169 holding.
34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.