PAG
BANX

Private Advisor Group’s ArrowMark Financial BANX Stock Holding History

Private Advisor 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 		$216K Sell
11,054
-1,214
-10% -$23.8K ﹤0.01% 2316
2026
Q1 		$234K Buy
12,268
+1,257
+11% +$25.5K ﹤0.01% 2369
2025
Q4 		$240K Buy
11,011
+1,661
+18% +$36K ﹤0.01% 2293
2025
Q3 		$205K Buy
+9,350
New +$197K ﹤0.01% 2319
2020
Q1 		– Sell
-9,625
Closed -$215K – 1437
2019
Q4 		$215K Hold
9,625
– – ﹤0.01% 1457
2019
Q3 		$218K Buy
+9,625
New +$210K ﹤0.01% 1462
2019
Q1 		– Sell
-10,974
Closed -$212K – 1543
2018
Q4 		$212K Buy
10,974
+1,259
+13% +$25.9K 0.01% 1177
2018
Q3 		$218K Buy
+9,715
New +$218K ﹤0.01% 1402

Other funds holding BANX

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
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Private Advisor Group's BANX Position: Q2 2026 in Review

Private Advisor Group reduced its ArrowMark Financial (BANX) stake by 9.9% in Q2 2026, selling an estimated $23.8K and leaving 11,054 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Private Advisor Group first reported a position in BANX in Q3 2018 and has held it in 8 quarters since. The position peaked at $240K in Q4 2025. 18 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Private Advisor Group held 11,054 shares of ArrowMark Financial worth $216K as of Q2 2026.
  • Private Advisor Group sold 1,214 ArrowMark Financial shares in Q2 2026, an estimated $23.8K.
  • ArrowMark Financial made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2316 holding.
  • Private Advisor Group first reported a position in ArrowMark Financial in Q3 2018 and has held it in 8 quarters since.
  • Private Advisor Group's ArrowMark Financial position peaked at $240K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.