WSFS
BANX

Wilmington Savings Fund Society’s ArrowMark Financial BANX Stock Holding History

Wilmington Savings Fund Society’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 		$9.78K Sell
500
-200
-29% -$3.92K ﹤0.01% 1189
2026
Q1 		$13.3K Buy
700
+200
+40% +$4.05K ﹤0.01% 1146
2025
Q4 		$10.9K Hold
500
– – ﹤0.01% 1167
2025
Q3 		$11K Hold
500
– – ﹤0.01% 1156
2025
Q2 		$10.5K Hold
500
– – ﹤0.01% 1622
2025
Q1 		$10.5K Hold
500
– – ﹤0.01% 1629
2024
Q4 		$10.5K Hold
500
– – ﹤0.01% 1652
2024
Q3 		$10.3K Buy
+500
New +$9.89K ﹤0.01% 1632

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

Wilmington Savings Fund Society's BANX Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its ArrowMark Financial (BANX) stake by 29% in Q2 2026, selling an estimated $3.92K and leaving 500 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Wilmington Savings Fund Society first reported a position in BANX in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.3K in Q1 2026. 18 funds tracked by Wall St. Rank hold BANX as of Q2 2026.

  • Wilmington Savings Fund Society held 500 shares of ArrowMark Financial worth $9.78K as of Q2 2026.
  • Wilmington Savings Fund Society sold 200 ArrowMark Financial shares in Q2 2026, an estimated $3.92K.
  • ArrowMark Financial made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1189 holding.
  • Wilmington Savings Fund Society first reported a position in ArrowMark Financial in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's ArrowMark Financial position peaked at $13.3K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held ArrowMark Financial as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.