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 Q3	$60	Hold	3	–	–	﹤0.01%	3694
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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

SBI Securities's BANX Position: Q3 2026 in Review

SBI Securities held its ArrowMark Financial (BANX) position steady in Q3 2026 at 3 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #3694.

SBI Securities first reported a position in BANX in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.14K in Q1 2025. 12 funds tracked by Wall St. Rank hold BANX as of Q3 2026.

SBI Securities held 3 shares of ArrowMark Financial worth $60 as of Q3 2026.
SBI Securities left its ArrowMark Financial share count unchanged in Q3 2026.
ArrowMark Financial made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3694 holding.
SBI Securities first reported a position in ArrowMark Financial in Q4 2024 and has held it in 8 quarters since.
SBI Securities's ArrowMark Financial position peaked at $3.14K in Q1 2025.
12 funds tracked by Wall St. Rank held ArrowMark Financial as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.