Marshall Wace
BANX

Marshall Wace’s ArrowMark Financial BANX Stock Holding History

Marshall Wace’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 		$638K Buy
+32,626
New +$639K ﹤0.01% 2407
2025
Q4 		– Sell
-25,821
Closed -$566K – 2957
2025
Q3 		$566K Buy
25,821
+7,398
+40% +$156K ﹤0.01% 2185
2025
Q2 		$386K Buy
+18,423
New +$371K ﹤0.01% 2230
2021
Q3 		– Sell
-14,336
Closed -$315K – 3017
2021
Q2 		$315K Buy
+14,336
New +$301K ﹤0.01% 2307
2020
Q1 		– Sell
-3,236
Closed -$73K – 1627
2019
Q4 		$73K Buy
+3,236
New +$73.2K ﹤0.01% 1503

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Marshall Wace's BANX Position: Q2 2026 in Review

Marshall Wace opened a new position in ArrowMark Financial (BANX) in Q2 2026: 32,626 shares worth $638K. The stake represents ﹤0.01% of the portfolio and ranks #2407 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BANX as recently as Q3 2025.

Marshall Wace first reported a position in BANX in Q4 2019 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Marshall Wace held 32,626 shares of ArrowMark Financial worth $638K as of Q2 2026.
  • ArrowMark Financial was a new Marshall Wace position in Q2 2026.
  • ArrowMark Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2407 holding.
  • Marshall Wace first reported a position in ArrowMark Financial in Q4 2019 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.