UBS Group’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 | $67.6K | Buy |
3,546
+2,579
| +267% | +$52.2K | ﹤0.01% | 7206 |
|
|
2025
Q4 | $21.1K | Buy |
967
+522
| +117% | +$11.3K | ﹤0.01% | 7747 |
|
|
2025
Q3 | $9.75K | Sell |
445
-574
| -56% | -$12.1K | ﹤0.01% | 8579 |
|
|
2025
Q2 | $21.3K | Buy |
+1,019
| New | +$20.5K | ﹤0.01% | 8383 |
|
|
2024
Q4 | – | Sell |
-1,345
| Closed | -$27.8K | – | 9918 |
|
|
2024
Q3 | $27.8K | Buy |
1,345
+795
| +145% | +$15.7K | ﹤0.01% | 7159 |
|
|
2024
Q2 | $10.1K | Hold |
550
| – | – | ﹤0.01% | 7705 |
|
|
2024
Q1 | $10.4K | Sell |
550
-120
| -18% | -$2.23K | ﹤0.01% | 7228 |
|
|
2023
Q4 | $12.2K | Buy |
670
+460
| +219% | +$7.99K | ﹤0.01% | 7363 |
|
|
2023
Q3 | $3.67K | Buy |
+210
| New | +$3.54K | ﹤0.01% | 7528 |
|
|
2023
Q2 | – | Sell |
-350
| Closed | -$6.3K | – | 8907 |
|
|
2023
Q1 | $6.3K | Sell |
350
-2,537
| -88% | -$46.2K | ﹤0.01% | 7928 |
|
|
2022
Q4 | $49.2K | Buy |
+2,887
| New | +$49.6K | ﹤0.01% | 6799 |
|
|
2022
Q3 | – | Sell |
-1,894
| Closed | -$36K | – | 10321 |
|
|
2022
Q2 | $36K | Buy |
+1,894
| New | +$37.4K | ﹤0.01% | 6179 |
|
|
2022
Q1 | – | Sell |
-1,811
| Closed | -$40K | – | 10238 |
|
|
2021
Q4 | $40K | Buy |
+1,811
| New | +$40K | ﹤0.01% | 7109 |
|
|
2021
Q2 | – | Sell |
-2,493
| Closed | -$49K | – | 9378 |
|
|
2021
Q1 | $49K | Buy |
2,493
+1,369
| +122% | +$27.4K | ﹤0.01% | 6568 |
|
|
2020
Q4 | $21K | Buy |
1,124
+124
| +12% | +$2.41K | ﹤0.01% | 6907 |
|
|
2020
Q3 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 6337 |
|
|
2020
Q2 | $16K | Sell |
1,000
-163
| -14% | -$2.68K | ﹤0.01% | 6685 |
|
|
2020
Q1 | $19K | Buy |
1,163
+163
| +16% | +$3.27K | ﹤0.01% | 6523 |
|
|
2019
Q4 | $22K | Sell |
1,000
-500
| -33% | -$11.3K | ﹤0.01% | 6812 |
|
|
2019
Q3 | $33K | Sell |
1,500
-1,672
| -53% | -$36.5K | ﹤0.01% | 6427 |
|
|
2019
Q2 | $69K | Buy |
3,172
+1,672
| +111% | +$36.4K | ﹤0.01% | 5648 |
|
|
2019
Q1 | $32K | Sell |
1,500
-2,539
| -63% | -$52.5K | ﹤0.01% | 5887 |
|
|
2018
Q4 | $78K | Buy |
4,039
+1,878
| +87% | +$38.7K | ﹤0.01% | 5746 |
|
|
2018
Q3 | $48K | Buy |
2,161
+1,285
| +147% | +$28.9K | ﹤0.01% | 6185 |
|
|
2018
Q2 | $20K | Sell |
876
-634
| -42% | -$13.9K | ﹤0.01% | 6688 |
|
|
2018
Q1 | $33K | Buy |
+1,510
| New | +$32.5K | ﹤0.01% | 6010 |
|
|
2017
Q2 | – | Sell |
-1,731
| Closed | -$35K | – | 7656 |
|
|
2017
Q1 | $35K | Buy |
1,731
+477
| +38% | +$9.35K | ﹤0.01% | 5755 |
|
|
2016
Q4 | $23K | Buy |
+1,254
| New | +$23.2K | ﹤0.01% | 6421 |
|
|
2016
Q2 | – | Sell |
-256
| Closed | -$4K | – | 7716 |
|
|
2016
Q1 | $4K | Sell |
256
-24
| -9% | -$382 | ﹤0.01% | 7071 |
|
|
2015
Q4 | $5K | Sell |
280
-520
| -65% | -$8.89K | ﹤0.01% | 7677 |
|
|
2015
Q3 | $13K | Buy |
800
+280
| +54% | +$4.67K | ﹤0.01% | 7062 |
|
|
2015
Q2 | $9K | Sell |
520
-1,733
| -77% | -$30.2K | ﹤0.01% | 7524 |
|
|
2015
Q1 | $41K | Hold |
2,253
| – | – | ﹤0.01% | 6231 |
|
|
2014
Q4 | $44K | Buy |
+2,253
| New | +$50.3K | ﹤0.01% | 6647 |
|
Other funds holding BANX
ACH
NWMP
AC
CEFA
EAM
UBS Group's BANX Position: Q1 2026 in Review
UBS Group increased its ArrowMark Financial (BANX) stake by 267% in Q1 2026, buying an estimated $52.2K and bringing the position to 3,546 shares worth $67.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7206.
UBS Group first reported a position in BANX in Q4 2014 and has held it in 34 quarters since. The position peaked at $78K in Q4 2018. 34 funds tracked by Wall St. Rank hold BANX as of Q1 2026.
- UBS Group held 3,546 shares of ArrowMark Financial worth $67.6K as of Q1 2026.
- UBS Group bought 2,579 ArrowMark Financial shares in Q1 2026, an estimated $52.2K.
- ArrowMark Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7206 holding.
- UBS Group first reported a position in ArrowMark Financial in Q4 2014 and has held it in 34 quarters since.
- UBS Group's ArrowMark Financial position peaked at $78K in Q4 2018.
- 34 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.