SIS
BANX

Sound Income Strategies’s ArrowMark Financial BANX Stock Holding History

Sound Income Strategies’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
-453
Closed -$8.71K – 642
2026
Q1 		$8.71K Buy
453
+4
+0.9% +$81 ﹤0.01% 1573
2025
Q4 		$9.58K Hold
449
– – ﹤0.01% 1492
2025
Q3 		$9.7K Hold
449
– – ﹤0.01% 1013
2025
Q2 		$9.4K Hold
449
– – ﹤0.01% 954
2025
Q1 		$9.45K Hold
449
– – ﹤0.01% 916
2024
Q4 		$9.42K Sell
449
-1
-0.2% -$21 ﹤0.01% 856
2024
Q3 		$9.31K Hold
450
– – ﹤0.01% 812
2024
Q2 		$8.3K Hold
450
– – ﹤0.01% 812
2024
Q1 		$8.55K Hold
450
– – ﹤0.01% 799
2023
Q4 		$8.17K Hold
450
– – ﹤0.01% 786
2023
Q3 		$7.87K Hold
450
– – ﹤0.01% 640
2023
Q2 		$7.5K Hold
450
– – ﹤0.01% 646
2023
Q1 		$8.1K Hold
450
– – ﹤0.01% 605
2022
Q4 		$7.67K Hold
450
– – ﹤0.01% 571
2022
Q3 		$8K Hold
450
– – ﹤0.01% 497
2022
Q2 		$9K Hold
450
– – ﹤0.01% 473
2022
Q1 		$10K Hold
450
– – ﹤0.01% 469
2021
Q4 		$10K Sell
450
-441
-49% -$9.74K ﹤0.01% 474
2021
Q3 		$20K Hold
891
– – ﹤0.01% 338
2021
Q2 		$20K Buy
+891
New +$18.7K ﹤0.01% 341

Other funds holding BANX

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
OC
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

Sound Income Strategies's BANX Position: Q2 2026 in Review

Sound Income Strategies sold out of ArrowMark Financial (BANX) in Q2 2026, closing a stake of 453 shares — an estimated $8.71K sold.

Sound Income Strategies first reported a position in BANX in Q2 2021 and held it in 20 quarters. The position peaked at $20K in Q3 2021. 23 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Sound Income Strategies reported no remaining ArrowMark Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 453 ArrowMark Financial shares in Q2 2026, an estimated $8.71K.
  • Sound Income Strategies first reported a position in ArrowMark Financial in Q2 2021 and held it in 20 quarters.
  • Sound Income Strategies's ArrowMark Financial position peaked at $20K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.