Morgan Stanley
BANX

Morgan Stanley’s ArrowMark Financial BANX Stock Holding History

Morgan Stanley’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 		$643K Buy
33,718
+1,717
+5% +$34.8K ﹤0.01% 5360
2025
Q4 		$698K Buy
32,001
+1,061
+3% +$23K ﹤0.01% 5352
2025
Q3 		$678K Buy
30,940
+12,221
+65% +$257K ﹤0.01% 5358
2025
Q2 		$392K Buy
18,719
+7,677
+70% +$155K ﹤0.01% 5574
2025
Q1 		$232K Sell
11,042
-736
-6% -$15.5K ﹤0.01% 5671
2024
Q4 		$247K Sell
11,778
-7,359
-38% -$152K ﹤0.01% 5709
2024
Q3 		$396K Buy
19,137
+8,571
+81% +$170K ﹤0.01% 5507
2024
Q2 		$195K Sell
10,566
-534
-5% -$9.83K ﹤0.01% 5688
2024
Q1 		$211K Sell
11,100
-11,382
-51% -$211K ﹤0.01% 5715
2023
Q4 		$408K Buy
22,482
+11,942
+113% +$207K ﹤0.01% 5695
2023
Q3 		$184K Sell
10,540
-3,900
-27% -$65.8K ﹤0.01% 5619
2023
Q2 		$241K Buy
14,440
+6,900
+92% +$117K ﹤0.01% 5564
2023
Q1 		$136K Sell
7,540
-4,325
-36% -$78.7K ﹤0.01% 5882
2022
Q4 		$202K Buy
11,865
+1,945
+20% +$33.4K ﹤0.01% 5668
2022
Q3 		$171K Buy
9,920
+1,465
+17% +$27.2K ﹤0.01% 5804
2022
Q2 		$162K Buy
8,455
+500
+6% +$9.88K ﹤0.01% 5993
2022
Q1 		$171K Hold
7,955
– – ﹤0.01% 6006
2021
Q4 		$175K Hold
7,955
– – ﹤0.01% 6135
2021
Q3 		$175K Hold
7,955
– – ﹤0.01% 6067
2021
Q2 		$175K Sell
7,955
-231
-3% -$4.84K ﹤0.01% 6077
2021
Q1 		$162K Sell
8,186
-844
-9% -$16.9K ﹤0.01% 5771
2020
Q4 		$174K Sell
9,030
-550
-6% -$10.7K ﹤0.01% 5659
2020
Q3 		$186K Buy
9,580
+1,105
+13% +$20K ﹤0.01% 5155
2020
Q2 		$135K Sell
8,475
-12
-0.1% -$198 ﹤0.01% 5253
2020
Q1 		$138K Sell
8,487
-238
-3% -$4.77K ﹤0.01% 5042
2019
Q4 		$195K Buy
8,725
+175
+2% +$3.96K ﹤0.01% 5418
2019
Q3 		$189K Sell
8,550
-1,600
-16% -$34.9K ﹤0.01% 5161
2019
Q2 		$221K Sell
10,150
-200
-2% -$4.35K ﹤0.01% 4979
2019
Q1 		$222K Sell
10,350
-10,750
-51% -$222K ﹤0.01% 5000
2018
Q4 		$407K Sell
21,100
-11,458
-35% -$236K ﹤0.01% 4914
2018
Q3 		$730K Buy
32,558
+534
+2% +$12K ﹤0.01% 4755
2018
Q2 		$733K Sell
32,024
-3,132
-9% -$68.8K ﹤0.01% 4834
2018
Q1 		$764K Buy
35,156
+3,650
+12% +$78.6K ﹤0.01% 4735
2017
Q4 		$634K Buy
31,506
+22,455
+248% +$459K ﹤0.01% 4840
2017
Q3 		$187K Sell
9,051
-11,059
-55% -$225K ﹤0.01% 5386
2017
Q2 		$411K Buy
20,110
+8,302
+70% +$166K ﹤0.01% 4925
2017
Q1 		$238K Sell
11,808
-1,492
-11% -$29.3K ﹤0.01% 5241
2016
Q4 		$248K Buy
13,300
+4,100
+45% +$75.7K ﹤0.01% 5269
2016
Q3 		$171K Buy
9,200
+5,000
+119% +$93.5K ﹤0.01% 5081
2016
Q2 		$77K Buy
4,200
+1,513
+56% +$26.4K ﹤0.01% 5361
2016
Q1 		$47K Sell
2,687
-4,413
-62% -$70.3K ﹤0.01% 5628
2015
Q4 		$116K Sell
7,100
-3,900
-35% -$66.7K ﹤0.01% 5325
2015
Q3 		$185K Buy
+11,000
New +$184K ﹤0.01% 5122
2015
Q1 		– Sell
-4,458
Closed -$87K – 6547
2014
Q4 		$87K Buy
4,458
+4,058
+1,015% +$90.7K ﹤0.01% 5603
2014
Q3 		$10K Sell
400
-1,593
-80% -$40.4K ﹤0.01% 6190
2014
Q2 		$50K Buy
+1,993
New +$50.4K ﹤0.01% 5766
2014
Q1 		– Sell
-3,200
Closed -$79K – 6467
2013
Q4 		$79K Buy
+3,200
New +$80.3K ﹤0.01% 5432

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 $102M 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 $207M AUM 18.14% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return

Morgan Stanley's BANX Position: Q1 2026 in Review

Morgan Stanley increased its ArrowMark Financial (BANX) stake by 5.4% in Q1 2026, buying an estimated $34.8K and bringing the position to 33,718 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #5360.

Morgan Stanley first reported a position in BANX in Q4 2013 and has held it in 47 quarters since. The position peaked at $764K in Q1 2018. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.

  • Morgan Stanley held 33,718 shares of ArrowMark Financial worth $643K as of Q1 2026.
  • Morgan Stanley bought 1,717 ArrowMark Financial shares in Q1 2026, an estimated $34.8K.
  • ArrowMark Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5360 holding.
  • Morgan Stanley first reported a position in ArrowMark Financial in Q4 2013 and has held it in 47 quarters since.
  • Morgan Stanley's ArrowMark Financial position peaked at $764K in Q1 2018.
  • 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.