Truist Financial

Truist Financial’s ArrowMark Financial BANX Stock Holding History

Truist Financial’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
2021 Q3	–	Sell	-12,591	Closed	-$277K	–	2703
2021 Q2	$277K	Sell	12,591 -37,647	-75%	-$789K	﹤0.01%	2415
2021 Q1	$994K	Sell	50,238 -4,832	-9%	-$96.8K	﹤0.01%	1595
2020 Q4	$1.06M	Sell	55,070 -2,763	-5%	-$53.7K	﹤0.01%	1447
2020 Q3	$1.12M	Sell	57,833 -1,797	-3%	-$32.6K	﹤0.01%	1321
2020 Q2	$948K	Buy	59,630 +3,021	+5%	+$49.8K	﹤0.01%	1323
2020 Q1	$918K	Buy	56,609 +29,829	+111%	+$597K	﹤0.01%	1294
2019 Q4	$597K	Buy	+26,780	New	+$606K	﹤0.01%	1735

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Stifel Financial

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PNC Financial Services Group

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United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return