NFSG
BANX

Newbridge Financial Services Group’s ArrowMark Financial BANX Stock Holding History

Newbridge Financial Services Group’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 		$3.91K Hold
200
– – ﹤0.01% 999
2026
Q1 		$3.81K Hold
200
– – ﹤0.01% 951
2025
Q4 		$4.36K Hold
200
– – ﹤0.01% 917
2025
Q3 		$4.38K Hold
200
– – ﹤0.01% 1041
2025
Q2 		$4.19K Buy
+200
New +$4.03K ﹤0.01% 1050
2022
Q4 		– Sell
-4,300
Closed -$74K – 1446
2022
Q3 		$74K Buy
+4,300
New +$79.8K 0.04% 353

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

Newbridge Financial Services Group's BANX Position: Q2 2026 in Review

Newbridge Financial Services Group held its ArrowMark Financial (BANX) position steady in Q2 2026 at 200 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Newbridge Financial Services Group first reported a position in BANX in Q3 2022 and has held it in 6 quarters since. The position peaked at $74K in Q3 2022. 36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Newbridge Financial Services Group held 200 shares of ArrowMark Financial worth $3.91K as of Q2 2026.
  • Newbridge Financial Services Group left its ArrowMark Financial share count unchanged in Q2 2026.
  • ArrowMark Financial made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #999 holding.
  • Newbridge Financial Services Group first reported a position in ArrowMark Financial in Q3 2022 and has held it in 6 quarters since.
  • Newbridge Financial Services Group's ArrowMark Financial position peaked at $74K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.