Raymond James Financial
BANX

Raymond James Financial’s ArrowMark Financial BANX Stock Holding History

Raymond James Financial’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 		$615K Sell
31,473
-163,380
-84% -$3.2M ﹤0.01% 4359
2026
Q1 		$3.71M Buy
194,853
+39,469
+25% +$799K ﹤0.01% 2834
2025
Q4 		$3.39M Sell
155,384
-23,686
-13% -$513K ﹤0.01% 2830
2025
Q3 		$3.93M Buy
179,070
+1,414
+0.8% +$29.7K ﹤0.01% 2637
2025
Q2 		$3.72M Sell
177,656
-8,093
-4% -$163K ﹤0.01% 2580
2025
Q1 		$3.91M Sell
185,749
-2,821
-1% -$59.4K ﹤0.01% 2492
2024
Q4 		$3.96M Buy
+188,570
New +$3.89M ﹤0.01% 2465

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

Raymond James Financial's BANX Position: Q2 2026 in Review

Raymond James Financial reduced its ArrowMark Financial (BANX) stake by 84% in Q2 2026, selling an estimated $3.2M and leaving 31,473 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #4359.

Raymond James Financial first reported a position in BANX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.96M in Q4 2024. 35 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Raymond James Financial held 31,473 shares of ArrowMark Financial worth $615K as of Q2 2026.
  • Raymond James Financial sold 163,380 ArrowMark Financial shares in Q2 2026, an estimated $3.2M.
  • ArrowMark Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4359 holding.
  • Raymond James Financial first reported a position in ArrowMark Financial in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's ArrowMark Financial position peaked at $3.96M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.