Stifel Financial’s ArrowMark Financial BANX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.65M | Sell |
138,963
-16,841
| -11% | -$341K | ﹤0.01% | 1756 |
|
|
2025
Q4 | $3.4M | Buy |
155,804
+2,281
| +1% | +$49.4K | ﹤0.01% | 1563 |
|
|
2025
Q3 | $3.37M | Sell |
153,523
-1,147
| -0.7% | -$24.1K | ﹤0.01% | 1530 |
|
|
2025
Q2 | $3.24M | Sell |
154,670
-24,563
| -14% | -$495K | ﹤0.01% | 1508 |
|
|
2025
Q1 | $3.77M | Buy |
179,233
+11,526
| +7% | +$243K | ﹤0.01% | 1344 |
|
|
2024
Q4 | $3.52M | Buy |
167,707
+6,683
| +4% | +$138K | ﹤0.01% | 1401 |
|
|
2024
Q3 | $3.33M | Sell |
161,024
-25,682
| -14% | -$508K | ﹤0.01% | 1441 |
|
|
2024
Q2 | $3.44M | Sell |
186,706
-10,626
| -5% | -$196K | ﹤0.01% | 1365 |
|
|
2024
Q1 | $3.75M | Buy |
197,332
+2,982
| +2% | +$55.3K | ﹤0.01% | 1314 |
|
|
2023
Q4 | $3.53M | Sell |
194,350
-24,790
| -11% | -$431K | ﹤0.01% | 1304 |
|
|
2023
Q3 | $3.83M | Sell |
219,140
-17,886
| -8% | -$302K | 0.01% | 1178 |
|
|
2023
Q2 | $3.95M | Buy |
237,026
+53,329
| +29% | +$903K | 0.01% | 1183 |
|
|
2023
Q1 | $3.31M | Buy |
183,697
+13,002
| +8% | +$237K | ﹤0.01% | 1269 |
|
|
2022
Q4 | $2.91M | Buy |
170,695
+34,171
| +25% | +$587K | ﹤0.01% | 1277 |
|
|
2022
Q3 | $2.36M | Buy |
136,524
+575
| +0.4% | +$10.7K | ﹤0.01% | 1352 |
|
|
2022
Q2 | $2.61M | Buy |
135,949
+1,307
| +1% | +$25.8K | ﹤0.01% | 1330 |
|
|
2022
Q1 | $2.9M | Sell |
134,642
-34,648
| -20% | -$750K | ﹤0.01% | 1370 |
|
|
2021
Q4 | $3.72M | Sell |
169,290
-301
| -0.2% | -$6.65K | ﹤0.01% | 1229 |
|
|
2021
Q3 | $3.74M | Buy |
169,591
+1,548
| +0.9% | +$33.8K | 0.01% | 1179 |
|
|
2021
Q2 | $3.7M | Buy |
168,043
+10,735
| +7% | +$225K | 0.01% | 1185 |
|
|
2021
Q1 | $3.11M | Buy |
157,308
+12,277
| +8% | +$246K | 0.01% | 1235 |
|
|
2020
Q4 | $2.79M | Buy |
145,031
+12,230
| +9% | +$238K | 0.01% | 1181 |
|
|
2020
Q3 | $2.58M | Sell |
132,801
-27,945
| -17% | -$506K | 0.01% | 1089 |
|
|
2020
Q2 | $2.56M | Sell |
160,746
-13,567
| -8% | -$223K | 0.01% | 1027 |
|
|
2020
Q1 | $2.82M | Buy |
174,313
+44,124
| +34% | +$884K | 0.01% | 883 |
|
|
2019
Q4 | $2.91M | Buy |
130,189
+12,441
| +11% | +$282K | 0.01% | 1118 |
|
|
2019
Q3 | $2.62M | Buy |
117,748
+17,436
| +17% | +$380K | 0.01% | 1144 |
|
|
2019
Q2 | $2.18M | Sell |
100,312
-25,765
| -20% | -$560K | 0.01% | 1274 |
|
|
2019
Q1 | $2.7M | Sell |
126,077
-9,861
| -7% | -$204K | 0.01% | 1087 |
|
|
2018
Q4 | $2.62M | Buy |
135,938
+35,313
| +35% | +$728K | 0.01% | 1029 |
|
|
2018
Q3 | $2.25M | Buy |
100,625
+2,835
| +3% | +$63.8K | 0.01% | 1199 |
|
|
2018
Q2 | $2.23M | Buy |
97,790
+3,213
| +3% | +$70.6K | 0.01% | 1146 |
|
|
2018
Q1 | $2.06M | Sell |
94,577
-22,734
| -19% | -$490K | 0.01% | 1142 |
|
|
2017
Q4 | $2.36M | Buy |
117,311
+10,601
| +10% | +$217K | 0.01% | 1074 |
|
|
2017
Q3 | $2.2M | Buy |
106,710
+12,756
| +14% | +$260K | 0.01% | 1068 |
|
|
2017
Q2 | $1.91M | Buy |
93,954
+36,245
| +63% | +$724K | 0.01% | 1118 |
|
|
2017
Q1 | $1.16M | Buy |
57,709
+6,564
| +13% | +$129K | ﹤0.01% | 1377 |
|
|
2016
Q4 | $956K | Buy |
51,145
+10,659
| +26% | +$197K | ﹤0.01% | 1416 |
|
|
2016
Q3 | $754K | Buy |
40,486
+3,851
| +11% | +$72K | ﹤0.01% | 1492 |
|
|
2016
Q2 | $672K | Buy |
36,635
+5,198
| +17% | +$90.7K | ﹤0.01% | 1583 |
|
|
2016
Q1 | $544K | Sell |
31,437
-4,613
| -13% | -$73.5K | ﹤0.01% | 1537 |
|
|
2015
Q4 | $588K | Sell |
36,050
-28,356
| -44% | -$485K | ﹤0.01% | 1574 |
|
|
2015
Q3 | $1.08M | Sell |
64,406
-3,966
| -6% | -$66.2K | 0.01% | 1196 |
|
|
2015
Q2 | $1.18M | Sell |
68,372
-29,502
| -30% | -$515K | 0.01% | 1278 |
|
|
2015
Q1 | $1.75M | Buy |
97,874
+41,027
| +72% | +$837K | 0.01% | 996 |
|
|
2014
Q4 | $1.11M | Buy |
56,847
+7,202
| +15% | +$161K | 0.01% | 1208 |
|
|
2014
Q3 | $1.25M | Buy |
49,645
+5,900
| +13% | +$150K | 0.01% | 1002 |
|
|
2014
Q2 | $1.11M | Buy |
43,745
+33,015
| +308% | +$834K | 0.01% | 1065 |
|
|
2014
Q1 | $264K | Buy |
+10,730
| New | +$266K | ﹤0.01% | 1794 |
|
Other funds holding BANX
ACH
NWMP
AC
CEFA
EAM
CL
Stifel Financial's BANX Position: Q1 2026 in Review
Stifel Financial reduced its ArrowMark Financial (BANX) stake by 11% in Q1 2026, selling an estimated $341K and leaving 138,963 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1756.
Stifel Financial first reported a position in BANX in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.95M in Q2 2023. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.
- Stifel Financial held 138,963 shares of ArrowMark Financial worth $2.65M as of Q1 2026.
- Stifel Financial sold 16,841 ArrowMark Financial shares in Q1 2026, an estimated $341K.
- ArrowMark Financial made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1756 holding.
- Stifel Financial first reported a position in ArrowMark Financial in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's ArrowMark Financial position peaked at $3.95M in Q2 2023.
- 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.