MFG
BANX

Magnus Financial Group’s ArrowMark Financial BANX Stock Holding History

Magnus Financial Group’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
2024
Q3 		– Sell
-12,372
Closed -$228K – 342
2024
Q2 		$228K Buy
12,372
+295
+2% +$5.43K 0.03% 289
2024
Q1 		$229K Buy
12,077
+631
+6% +$11.7K 0.03% 288
2023
Q4 		$208K Buy
11,446
+276
+2% +$4.79K 0.03% 275
2023
Q3 		$195K Buy
11,170
+281
+3% +$4.74K 0.03% 254
2023
Q2 		$181K Buy
10,889
+251
+2% +$4.25K 0.03% 259
2023
Q1 		$191K Buy
10,638
+528
+5% +$9.61K 0.03% 263
2022
Q4 		$172K Hold
10,110
– – 0.03% 253
2022
Q3 		$175K Buy
+10,110
New +$188K 0.03% 240
2022
Q2 		– Sell
-9,672
Closed -$208K – 281
2022
Q1 		$208K Buy
9,672
+374
+4% +$8.1K 0.03% 269
2021
Q4 		$204K Hold
9,298
– – 0.04% 247
2021
Q3 		$205K Hold
9,298
– – 0.04% 229
2021
Q2 		$205K Buy
+9,298
New +$195K 0.04% 233

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Magnus Financial Group's BANX Position: Q3 2024 in Review

Magnus Financial Group sold out of ArrowMark Financial (BANX) in Q3 2024, closing a stake of 12,372 shares — an estimated $228K sold.

Magnus Financial Group first reported a position in BANX in Q2 2021 and held it in 12 quarters. The position peaked at $229K in Q1 2024. 27 funds tracked by Wall St. Rank hold BANX as of Q3 2024.

  • Magnus Financial Group reported no remaining ArrowMark Financial position as of Q3 2024 after selling out during the quarter.
  • Magnus Financial Group sold 12,372 ArrowMark Financial shares in Q3 2024, an estimated $228K.
  • Magnus Financial Group first reported a position in ArrowMark Financial in Q2 2021 and held it in 12 quarters.
  • Magnus Financial Group's ArrowMark Financial position peaked at $229K in Q1 2024.
  • 27 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2024.

Based on Magnus Financial Group's 13F filing for Q3 2024, filed 15 Oct 2024.