ArrowMark Financial Corp. - BANX

Sector: Funds · Industry: Investment Company / BDC

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$34.17M

QoQ value delta ($000)

+$14.93M (+77.64%)

Implied price effect (QoQ)

-0.37%

Total shares

1,566,841

QoQ shares delta

+688,052 (+78.3%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
ArrowMark Colorado Holdings LLC	17,632	808,076	0.39%
STIFEL FINANCIAL CORP	3,399	155,804	0.0%
RAYMOND JAMES FINANCIAL INC	3,390	155,384	0.0%
Noble Wealth Management PBC	1,761	80,711	0.88%
Closed-End Fund Advisors, Inc.	1,512	69,337	0.89%
OSAIC HOLDINGS, INC.	1,021	46,816	0.0%
Everstar Asset Management, LLC	1,000	46,192	0.54%
MORGAN STANLEY	698	32,001	0.0%
Capital Investment Advisors, LLC	567	25,996	0.01%
OPPENHEIMER & CO INC	491	22,547	0.01%
Falcon Wealth Planning	383	17,564	0.03%
Catalina Capital Group, LLC	342	15,708	0.21%
Rockefeller Capital Management L.P.	322	14,762	0.0%
Accurate Wealth Management, LLC	319	14,516	0.04%
CITADEL ADVISORS LLC	266	12,200	0.0%
Private Advisor Group, LLC	240	11,011	0.0%
Oxbow Advisors, LLC	237	10,890	0.02%
Cambridge Investment Research Advisors, Inc.	222	10,178	0.0%
MAI Capital Management	114	5,250	0.0%
BANK OF AMERICA CORP /DE/	110	5,050	0.0%
TRUST CO OF VERMONT	38	1,750	0.0%
ROYAL BANK OF CANADA	22	1,030	0.0%
UBS Group AG	21	967	0.0%
CALDWELL SUTTER CAPITAL, INC.	15	693	0.01%
Global Wealth Strategies & Associates	11	511	0.0%