Noble Wealth Management PBC’s ArrowMark Financial BANX Stock Holding History

Noble Wealth Management PBC’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	$2.1M	Buy	107,197 +884	+0.8%	+$17.3K	0.94%	30
2026 Q1	$2.03M	Buy	106,313 +25,602	+32%	+$519K	1.02%	28
2025 Q4	$1.76M	Buy	80,711 +3,032	+4%	+$65.7K	0.88%	34
2025 Q3	$1.7M	Buy	+77,679	New	+$1.63M	0.91%	36
2025 Q1	$1.06M	Buy	50,121 +33,522	+202%	+$706K	0.72%	46
2024 Q4	$348K	Buy	+16,599	New	+$343K	0.24%	95

Other funds holding BANX

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Noble Wealth Management PBC's BANX Position: Q2 2026 in Review

Noble Wealth Management PBC increased its ArrowMark Financial (BANX) stake by 0.83% in Q2 2026, buying an estimated $17.3K and bringing the position to 107,197 shares worth $2.1M. The position accounts for 0.94% of the portfolio, ranked #30.

Noble Wealth Management PBC first reported a position in BANX in Q4 2024 and has held it in 6 quarters since. 4 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

Noble Wealth Management PBC held 107,197 shares of ArrowMark Financial worth $2.1M as of Q2 2026.
Noble Wealth Management PBC bought 884 ArrowMark Financial shares in Q2 2026, an estimated $17.3K.
ArrowMark Financial made up 0.94% of Noble Wealth Management PBC's portfolio in Q2 2026, its #30 holding.
Noble Wealth Management PBC first reported a position in ArrowMark Financial in Q4 2024 and has held it in 6 quarters since.
4 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.