UMB Bank’s ArrowMark Financial BANX Stock Holding History

UMB Bank’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
2025 Q4	–	Sell	-2,700	Closed	-$59.2K	–	2288
2025 Q3	$59.2K	Hold	2,700	–	–	﹤0.01%	1087
2025 Q2	$56.5K	Hold	2,700	–	–	﹤0.01%	1075
2025 Q1	$56.8K	Hold	2,700	–	–	﹤0.01%	998
2024 Q4	$56.7K	Hold	2,700	–	–	﹤0.01%	868
2024 Q3	$55.9K	Hold	2,700	–	–	﹤0.01%	840
2024 Q2	$49.8K	Hold	2,700	–	–	﹤0.01%	823
2024 Q1	$51.3K	Hold	2,700	–	–	﹤0.01%	830
2023 Q4	$49K	Hold	2,700	–	–	﹤0.01%	833
2023 Q3	$47.2K	Hold	2,700	–	–	﹤0.01%	846
2023 Q2	$45K	Hold	2,700	–	–	﹤0.01%	870
2023 Q1	$48.6K	Hold	2,700	–	–	﹤0.01%	847
2022 Q4	$46K	Hold	2,700	–	–	﹤0.01%	866
2022 Q3	$47K	Hold	2,700	–	–	﹤0.01%	885
2022 Q2	$52K	Hold	2,700	–	–	﹤0.01%	912
2022 Q1	$58K	Hold	2,700	–	–	﹤0.01%	929
2021 Q4	$59K	Buy	+2,700	New	+$59.6K	﹤0.01%	943

Other funds holding BANX

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

UMB Bank's BANX Position: Q4 2025 in Review

UMB Bank sold out of ArrowMark Financial (BANX) in Q4 2025, closing a stake of 2,700 shares — an estimated $59.2K sold.

UMB Bank first reported a position in BANX in Q4 2021 and held it in 16 quarters. The position peaked at $59.2K in Q3 2025. 33 funds tracked by Wall St. Rank hold BANX as of Q4 2025.

UMB Bank reported no remaining ArrowMark Financial position as of Q4 2025 after selling out during the quarter.
UMB Bank sold 2,700 ArrowMark Financial shares in Q4 2025, an estimated $59.2K.
UMB Bank first reported a position in ArrowMark Financial in Q4 2021 and held it in 16 quarters.
UMB Bank's ArrowMark Financial position peaked at $59.2K in Q3 2025.
33 funds tracked by Wall St. Rank held ArrowMark Financial as of Q4 2025.

Based on UMB Bank's 13F filing for Q4 2025, filed 13 Feb 2026.