Millennium Management
BANX

Millennium Management’s ArrowMark Financial BANX Stock Holding History

Millennium 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
2025
Q2 		– Sell
-14,442
Closed -$305K – 5855
2025
Q1 		$305K Buy
14,442
+3,900
+37% +$82.1K ﹤0.01% 5095
2024
Q4 		$220K Buy
+10,542
New +$218K ﹤0.01% 5253
2023
Q3 		– Sell
-15,222
Closed -$255K – 6111
2023
Q2 		$255K Buy
15,222
+1,090
+8% +$18.5K ﹤0.01% 4996
2023
Q1 		$254K Sell
14,132
-8,116
-36% -$148K ﹤0.01% 5022
2022
Q4 		$378K Buy
22,248
+9,488
+74% +$163K ﹤0.01% 4938
2022
Q3 		$220K Sell
12,760
-1,551
-11% -$28.8K ﹤0.01% 5596
2022
Q2 		$275K Buy
+14,311
New +$283K ﹤0.01% 5439

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
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management's BANX Position: Q2 2025 in Review

Millennium Management sold out of ArrowMark Financial (BANX) in Q2 2025, closing a stake of 14,442 shares — an estimated $305K sold.

Millennium Management first reported a position in BANX in Q2 2022 and held it in 7 quarters. The position peaked at $378K in Q4 2022. 32 funds tracked by Wall St. Rank hold BANX as of Q2 2025.

  • Millennium Management reported no remaining ArrowMark Financial position as of Q2 2025 after selling out during the quarter.
  • Millennium Management sold 14,442 ArrowMark Financial shares in Q2 2025, an estimated $305K.
  • Millennium Management first reported a position in ArrowMark Financial in Q2 2022 and held it in 7 quarters.
  • Millennium Management's ArrowMark Financial position peaked at $378K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.