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
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 $3.76B AUM 21.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 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

MAI Capital Management's BANX Position: Q1 2026 in Review

MAI Capital Management held its ArrowMark Financial (BANX) position steady in Q1 2026 at 5,250 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1832.

MAI Capital Management first reported a position in BANX in Q4 2024 and has held it in 6 quarters since. The position peaked at $115K in Q3 2025. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

  • MAI Capital Management held 5,250 shares of ArrowMark Financial worth $100K as of Q1 2026.
  • MAI Capital Management left its ArrowMark Financial share count unchanged in Q1 2026.
  • ArrowMark Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1832 holding.
  • MAI Capital Management first reported a position in ArrowMark Financial in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's ArrowMark Financial position peaked at $115K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.