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ArrowMark Financial Corp. (BANX) institutional ownership

Latest close $19.95 Jul 20, 2026
Market cap$146M 52-week range SectorFinancial Services
Funds holding · Q1 2026
33
reported BANX position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
22 buyers · 11 sellers

ArrowMark Financial Corp. (BANX) price and institutional activity

Dates

Q1 2026

$0 bought by 22 investors
Arrowmark Colorado Holdings LLCAlmitas Capital LLC +20 more
$0 sold by 11 investors
Stifel Financial CorpOxbow Advisors, LLC +9 more
Sign in to see who bought
Bought Sold Totals per quarter; hover a bar for the names.

ArrowMark Financial Corp. (BANX) institutional activity · 33

Investor Type Est. change Change Δ Own Date
Arrowmark Colorado Holdings LLC · Added
Change +77K Date Q1 2026
Arrowmark Colorado Holdings LLC Added· Q1 2026 +77K Q1 2026
Almitas Capital LLC · New
Change +73K Date Q1 2026
Almitas Capital LLC New· Q1 2026 +73K Q1 2026
Osaic Holdings, Inc. · Added
Change +67K Date Q1 2026
Osaic Holdings, Inc. Added· Q1 2026 +67K Q1 2026
Hudson Bay Capital Management LP · New
Change +57K Date Q1 2026
Hudson Bay Capital Management LP New· Q1 2026 +57K Q1 2026
Raymond James Financial Inc · Added
Change +39K Date Q1 2026
Raymond James Financial Inc Added· Q1 2026 +39K Q1 2026
Css LLC · New
Change +32K Date Q1 2026
Css LLC New· Q1 2026 +32K Q1 2026
Noble Wealth Management Pbc · Added
Change +26K Date Q1 2026
Noble Wealth Management Pbc Added· Q1 2026 +26K Q1 2026
Caldwell Sutter Capital, Inc. · Added
Change +25K Date Q1 2026
Caldwell Sutter Capital, Inc. Added· Q1 2026 +25K Q1 2026
Stifel Financial Corp · Reduced
Change −17K Date Q1 2026
Stifel Financial Corp Reduced· Q1 2026 −17K Q1 2026
Oxbow Advisors, LLC · Exited
Change −11K Δ Own −100.0% Date Q1 2026
Oxbow Advisors, LLC Exited· Q1 2026 −11K −100.0% Q1 2026
Cambridge Investment Research Advisors, Inc. · Exited
Change −10K Δ Own −100.0% Date Q1 2026
Cambridge Investment Research Advisors, Inc. Exited· Q1 2026 −10K −100.0% Q1 2026
Bank of America Corp · Exited
Change −5K Δ Own −100.0% Date Q1 2026
Bank of America Corp Exited· Q1 2026 −5K −100.0% Q1 2026
Fny Investment Advisers, LLC · New
Change +5K Date Q1 2026
Fny Investment Advisers, LLC New· Q1 2026 +5K Q1 2026
UBS Group AG · Added
Change +3K Date Q1 2026
UBS Group AG Added· Q1 2026 +3K Q1 2026
Blue Bell Private Wealth Management, LLC · New
Change +2K Date Q1 2026
Blue Bell Private Wealth Management, LLC New· Q1 2026 +2K Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 33

Famous investor activity in ArrowMark Financial Corp. (BANX)

ArrowMark Financial Corp. (BANX) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Marano Thompson Melissa · Director Buy +$28K
Price $18.77 Qty +2K Owned 2K Trade date Mar 27, 2026 Filed date Mar 31, 2026
Marano Thompson Melissa Director Buy $18.77 +2K +$28K 2K Mar 27, 2026 Mar 31, 2026
1 of 1

ArrowMark Financial Corp. (BANX) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Arrowmark Colorado Holdings LLC 885K
% of shares outstanding 9.1% Filing date Apr 10, 2026
Arrowmark Colorado Holdings LLC 885K 9.1% Apr 10, 2026
Punch & Associates Investment Management, Inc. 350K
% of shares outstanding 5.0% Filing date Feb 14, 2022
Punch & Associates Investment Management, Inc. 350K 5.0% Feb 14, 2022
2 of 2

ArrowMark Financial Corp. (BANX) ownership FAQ

Who owns BANX?

33 reporting institutions disclosed BANX position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.