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Arrowmark Financial Corp (BANX)

CUSIP: 861780104 | NYSE | Financial Services · Asset Management | Micro Cap | 160 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Noble Wealth Management PBC123,765
1.1% of portfolio›$2.5M
Closed-End Fund Advisors, Inc.50,386
1.0% of portfolio›$1.0M
Kestra Advisory Services, LLC46,272
0.0% of portfolio›$919.0K
Oppenheimer & Co Inc24,304
0.0% of portfolio›$482.7K
Capital Investment Advisors, LLC22,846
0.0% of portfolio›$453.7K
Concurrent Investment Advisors, LLC15,800
0.0% of portfolio›$313.8K
Accurate Wealth Management, LLC10,433
0.0% of portfolio›$209.5K
Trust Co of Vermont1,750
0.0% of portfolio›$34.8K
Pathway Financial Advisers, LLC557
0.0% of portfolio›$11.1K
Wilmington Savings Fund Society, FSB500
0.0% of portfolio›$9.9K
Bank of New Hampshire400
0.0% of portfolio›$7.9K
Nfsg Corp200
0.0% of portfolio›$4.0K
Highline Wealth Partners LLC135
0.0% of portfolio›$2.7K
SBI Securities Co., Ltd.3
0.0% of portfolio›$60
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$40
StyleTurnoverLocationFiled
Noble Wealth Management PBC
123,765$2.5M1.1%YieldMediumGreenwood Village, CO2026-10-01
Closed-End Fund Advisors, Inc.
50,386$1.0M1.0%YieldMediumRichmond, VA2026-11-04
Kestra Advisory Services, LLC
46,272$919.0K0.0%CoreLowAustin, TX2026-11-02
Oppenheimer & Co Inc
24,304$482.7K0.0%CoreLowNew York, NY2026-10-26
Capital Investment Advisors, LLC
22,846$453.7K0.0%CoreLowAtlanta, GA2026-10-22
Concurrent Investment Advisors, LLC
15,800$313.8K0.0%GrowthMediumTampa, FL2026-10-16
Accurate Wealth Management, LLC
10,433$209.5K0.0%CoreMediumWesley Chapel, FL2026-10-20
Trust Co of Vermont
1,750$34.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Pathway Financial Advisers, LLC
557$11.1K0.0%CoreLowAuburn, IN2026-10-27
Wilmington Savings Fund Society, FSB
500$9.9K0.0%CoreLowWilmington, DE2026-10-23
Bank of New Hampshire
400$7.9K0.0%CoreLowLaconia, NH2026-10-06
Nfsg Corp
200$4.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Highline Wealth Partners LLC
135$2.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
SBI Securities Co., Ltd.
3$600.0%Agg GrowthLowTokyo, Mexico2026-10-22
Caitong International Asset Management Co., Ltd
2$400.0%GrowthVery HighHong Kong, South Korea2026-10-29