Russell Investments Group’s ArrowMark Financial BANX Stock Holding History

Russell Investments 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	$59	Sell	3 -1	-25%	-$20	﹤0.01%	4295
2026 Q1	$76	Sell	4 -34	-89%	-$689	﹤0.01%	4162
2025 Q4	$829	Buy	38 +33	+660%	+$715	﹤0.01%	4056
2025 Q3	$110	Buy	+5	New	+$105	﹤0.01%	4102
2020 Q4	–	Sell	-140	Closed	-$2K	–	3044
2020 Q3	$2K	Hold	140	–	–	﹤0.01%	3167
2020 Q2	$2K	Hold	140	–	–	﹤0.01%	3103
2020 Q1	$2K	Hold	140	–	–	﹤0.01%	3005
2019 Q4	$3K	Buy	+140	New	+$3.17K	﹤0.01%	3070

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Russell Investments Group's BANX Position: Q2 2026 in Review

Russell Investments Group reduced its ArrowMark Financial (BANX) stake by 25% in Q2 2026, selling an estimated $20 and leaving 3 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #4295.

Russell Investments Group first reported a position in BANX in Q4 2019 and has held it in 8 quarters since. The position peaked at $3K in Q4 2019. 18 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

Russell Investments Group held 3 shares of ArrowMark Financial worth $59 as of Q2 2026.
Russell Investments Group sold 1 ArrowMark Financial share in Q2 2026, an estimated $20.
ArrowMark Financial made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4295 holding.
Russell Investments Group first reported a position in ArrowMark Financial in Q4 2019 and has held it in 8 quarters since.
Russell Investments Group's ArrowMark Financial position peaked at $3K in Q4 2019.
18 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.