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
Q2 		– Sell
-100
Closed -$1.91K – 9279
2026
Q1 		$1.91K Sell
100
-100
-50% -$2.02K ﹤0.01% 8386
2025
Q4 		$4.36K Hold
200
– – ﹤0.01% 7498
2025
Q3 		$4K Buy
200
+100
+100% +$2.1K ﹤0.01% 8374
2025
Q2 		$2K Buy
+100
New +$2.02K ﹤0.01% 8079

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

Simplex Trading's BANX Position: Q2 2026 in Review

Simplex Trading opened a new position in ArrowMark Financial (BANX) in Q2 2026: 924 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #7195 among its holdings. This is a return to the name: Simplex Trading previously reported a position in BANX as recently as Q3 2025.

Simplex Trading first reported a position in BANX in Q3 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Simplex Trading held 924 shares of ArrowMark Financial worth $18.1K as of Q2 2026.
  • ArrowMark Financial was a new Simplex Trading position in Q2 2026.
  • ArrowMark Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7195 holding.
  • Simplex Trading first reported a position in ArrowMark Financial in Q3 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.