Who Holds ArrowMark Financial Corp. (BANX)? 36 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 36 holders, $35 million in total.
Largest holders
The 36 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | 884,834 | $17 million | +0% | 13F |
| STIFEL FINANCIAL CORP | 139,071 | $3 million | +0% | 13F |
| OSAIC HOLDINGS, INC. | 131,069 | $3 million | +15% | 13F |
| Noble Wealth Management PBC | 107,197 | $2 million | +1% | 13F |
| Everstar Asset Management, LLC | 59,632 | $1 million | +26% | 13F |
| Closed-End Fund Advisors, Inc. | 54,650 | $1 million | -22% | 13F |
| Almitas Capital LLC | 50,843 | $993,981 | -31% | 13F |
| AlphaCore Capital LLC | 40,258 | $787,044 | New | 13F |
| MORGAN STANLEY | 33,696 | $658,758 | 0% | 13F |
| MARSHALL WACE, LLP | 32,626 | $637,838 | New | 13F |
| RAYMOND JAMES FINANCIAL INC | 31,473 | $615,295 | -84% | 13F |
| CSS LLC/IL | 26,821 | $524,351 | -15% | 13F |
| OPPENHEIMER & CO INC | 24,037 | $469,923 | +1% | 13F |
| Capital Investment Advisors, LLC | 22,846 | $446,639 | -6% | 13F |
| Hudson Bay Capital Management LP | 18,222 | $356,240 | -68% | 13F |
| Falcon Wealth Planning | 16,179 | $316,299 | +0% | 13F |
| Mariner, LLC | 14,974 | $292,748 | New | 13F |
| Rockefeller Capital Management L.P. | 14,762 | $288,597 | +0% | 13F |
| UBS Group AG | 13,941 | $272,547 | +293% | 13F |
| Accurate Wealth Management, LLC | 11,388 | $227,760 | -14% | 13F |
| Private Advisor Group, LLC | 11,054 | $216,102 | -10% | 13F |
| Belpointe Asset Management LLC | 10,300 | $201,365 | New | 13F |
| Integrated Wealth Concepts LLC | 9,042 | $176,771 | New | 13F |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,903 | $37,204 | -10% | 13F |
| TRUST CO OF VERMONT | 1,750 | $34,213 | New | 13F |
| JPMORGAN CHASE & CO | 1,073 | $20,966 | New | 13F |
| SIMPLEX TRADING, LLC | 924 | $18,064 | New | 13F |
| CALDWELL SUTTER CAPITAL, INC. | 693 | $13,548 | -97% | 13F |
| Wilmington Savings Fund Society, FSB | 500 | $9,775 | -29% | 13F |
| Allworth Financial LP | 200 | $3,910 | +0% | 13F |
| NFSG Corp | 200 | $3,910 | +0% | 13F |
| HIGHLINE WEALTH PARTNERS LLC | 135 | $2,639 | +0% | 13F |
| SBI Securities Co., Ltd. | 3 | $59 | -57% | 13F |
| Russell Investments Group, Ltd. | 3 | $59 | -25% | 13F |
| Caitong International Asset Management Co., Ltd | 2 | $39 | New | 13F |
| WELLS FARGO & COMPANY/MN | 1 | $28 | +0% | 13F |
Questions and answers
- How many institutions hold ArrowMark Financial Corp.?
- 36 managers reported ArrowMark Financial Corp. on Form 13F for the quarter ended 30 June 2026, against 34 the quarter before.
- Who is the largest institutional holder of ArrowMark Financial Corp.?
- ArrowMark Colorado Holdings LLC, with 884,834 shares worth $17 million on its 13F for Q2 2026.
- How many institutions bought or sold out of ArrowMark Financial Corp. in Q2 2026?
- 9 managers reported a new position and 7 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds ArrowMark Financial Corp., Q2 2026", https://app.tamarly.ai/holders/arrowmark-financial, built from SEC EDGAR.
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