Kestra Advisory Services’s ArrowMark Financial BANX Stock Holding History

Kestra Advisory Services’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 Q3	$919K	Buy	+46,272	New	+$945K	﹤0.01%	2030

Other funds holding BANX

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Kestra Advisory Services's BANX Position: Q3 2026 in Review

Kestra Advisory Services opened a new position in ArrowMark Financial (BANX) in Q3 2026: 46,272 shares worth $919K. The stake represents ﹤0.01% of the portfolio and ranks #2030 among its holdings.

21 funds tracked by Wall St. Rank hold BANX as of Q3 2026.

Kestra Advisory Services held 46,272 shares of ArrowMark Financial worth $919K as of Q3 2026.
ArrowMark Financial was a new Kestra Advisory Services position in Q3 2026.
ArrowMark Financial made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2030 holding.
21 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.