Simplex Trading
BANX

Simplex Trading’s ArrowMark Financial BANX Stock Holding History

Simplex Trading’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
Q1 		$1.91K Hold
100
– – ﹤0.01% 8385
2025
Q4 		$2.18K Sell
100
-1,200
-92% -$26K ﹤0.01% 7806
2025
Q3 		$28K Sell
1,300
-100
-7% -$2.1K ﹤0.01% 7026
2025
Q2 		$29K Buy
+1,400
New +$28.2K ﹤0.01% 6419

Other funds holding BANX

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading's BANX Position: Q4 2025 in Review

Simplex Trading sold out of ArrowMark Financial (BANX) in Q4 2025, closing a stake of 120 shares — an estimated $2.6K sold.

Simplex Trading first reported a position in BANX in Q3 2025 and held it in 1 quarter. The position peaked at $2K in Q3 2025. 33 funds tracked by Wall St. Rank hold BANX as of Q4 2025.

  • Simplex Trading reported no remaining ArrowMark Financial position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 120 ArrowMark Financial shares in Q4 2025, an estimated $2.6K.
  • Simplex Trading first reported a position in ArrowMark Financial in Q3 2025 and held it in 1 quarter.
  • Simplex Trading's ArrowMark Financial position peaked at $2K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.