SS
BANX

SBI Securities’s ArrowMark Financial BANX Stock Holding History

SBI Securities’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
-4
-57% -$78 ﹤0.01% 3631
2026
Q1 		$133 Buy
7
+3
+75% +$61 ﹤0.01% 3340
2025
Q4 		$87 Sell
4
-6
-60% -$130 ﹤0.01% 3445
2025
Q3 		$219 Sell
10
-1
-9% -$21 ﹤0.01% 3287
2025
Q2 		$230 Sell
11
-138
-93% -$2.78K ﹤0.01% 3263
2025
Q1 		$3.14K Buy
149
+43
+41% +$905 ﹤0.01% 2088
2024
Q4 		$2.22K Buy
+106
New +$2.19K ﹤0.01% 2269

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

SBI Securities's BANX Position: Q2 2026 in Review

SBI Securities reduced its ArrowMark Financial (BANX) stake by 57% in Q2 2026, selling an estimated $78 and leaving 3 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #3631.

SBI Securities first reported a position in BANX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.14K in Q1 2025. 36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • SBI Securities held 3 shares of ArrowMark Financial worth $59 as of Q2 2026.
  • SBI Securities sold 4 ArrowMark Financial shares in Q2 2026, an estimated $78.
  • ArrowMark Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3631 holding.
  • SBI Securities first reported a position in ArrowMark Financial in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's ArrowMark Financial position peaked at $3.14K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.