PFA
BANX

Pathway Financial Advisers’s ArrowMark Financial BANX Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-557
Closed -$12.2K – 181
2025
Q3 		$12.2K Buy
+557
New +$11.7K ﹤0.01% 328
2025
Q1 		– Sell
-750
Closed -$15.7K – 180
2024
Q4 		$15.7K Hold
750
– – 0.01% 324
2024
Q3 		$15.5K Hold
750
– – 0.01% 267
2024
Q2 		$13.8K Hold
750
– – 0.01% 318
2024
Q1 		$14.2K Hold
750
– – 0.01% 318
2023
Q4 		$13.6K Hold
750
– – 0.01% 331
2023
Q3 		$13.1K Buy
+750
New +$12.7K 0.01% 332
2023
Q1 		$13.5K Hold
750
– – 0.01% 347
2022
Q4 		$12.8K Buy
+750
New +$12.9K 0.01% 381

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Pathway Financial Advisers's BANX Position: Q4 2025 in Review

Pathway Financial Advisers sold out of ArrowMark Financial (BANX) in Q4 2025, closing a stake of 557 shares — an estimated $12.2K sold.

Pathway Financial Advisers first reported a position in BANX in Q4 2022 and held it in 9 quarters. The position peaked at $15.7K in Q4 2024. 33 funds tracked by Wall St. Rank hold BANX as of Q4 2025.

  • Pathway Financial Advisers reported no remaining ArrowMark Financial position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 557 ArrowMark Financial shares in Q4 2025, an estimated $12.2K.
  • Pathway Financial Advisers first reported a position in ArrowMark Financial in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's ArrowMark Financial position peaked at $15.7K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.