TCOV
BANX

Trust Company of Vermont’s ArrowMark Financial BANX Stock Holding History

Trust Company of Vermont’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 		$34.2K Buy
+1,750
New +$34.3K ﹤0.01% 693
2025
Q4 		$38.2K Hold
1,750
– – ﹤0.01% 617
2025
Q3 		$38.4K Sell
1,750
-575
-25% -$12.1K ﹤0.01% 607
2025
Q2 		$48.7K Sell
2,325
-425
-15% -$8.56K ﹤0.01% 550
2025
Q1 		$57.9K Hold
2,750
– – ﹤0.01% 504
2024
Q4 		$57.7K Buy
+2,750
New +$56.7K ﹤0.01% 508

Other funds holding BANX

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
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Trust Company of Vermont's BANX Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in ArrowMark Financial (BANX) in Q2 2026: 1,750 shares worth $34.2K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in BANX as recently as Q4 2025.

Trust Company of Vermont first reported a position in BANX in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.9K in Q1 2025. 18 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Trust Company of Vermont held 1,750 shares of ArrowMark Financial worth $34.2K as of Q2 2026.
  • ArrowMark Financial was a new Trust Company of Vermont position in Q2 2026.
  • ArrowMark Financial made up ﹤0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #693 holding.
  • Trust Company of Vermont first reported a position in ArrowMark Financial in Q4 2024 and has held it in 6 quarters since.
  • Trust Company of Vermont's ArrowMark Financial position peaked at $57.9K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.