MCM
BANX

MAI Capital Management’s ArrowMark Financial BANX Stock Holding History

MAI Capital Management’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 		– Sell
-5,250
Closed -$100K – 2320
2026
Q1 		$100K Hold
5,250
– – ﹤0.01% 1832
2025
Q4 		$115K Hold
5,250
– – ﹤0.01% 1577
2025
Q3 		$115K Hold
5,250
– – ﹤0.01% 1499
2025
Q2 		$110K Hold
5,250
– – ﹤0.01% 1434
2025
Q1 		$111K Hold
5,250
– – ﹤0.01% 1357
2024
Q4 		$110K Buy
+5,250
New +$108K ﹤0.01% 1389

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

MAI Capital Management's BANX Position: Q2 2026 in Review

MAI Capital Management sold out of ArrowMark Financial (BANX) in Q2 2026, closing a stake of 5,250 shares — an estimated $100K sold.

MAI Capital Management first reported a position in BANX in Q4 2024 and held it in 6 quarters. The position peaked at $115K in Q3 2025. 36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • MAI Capital Management reported no remaining ArrowMark Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 5,250 ArrowMark Financial shares in Q2 2026, an estimated $100K.
  • MAI Capital Management first reported a position in ArrowMark Financial in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's ArrowMark Financial position peaked at $115K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.