ARROWMARK FINANCIAL CORP

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BANX·861780104·US·Common Stock·Financial Services - Asset Management-13D/G

BANX (ARROWMARK FINANCIAL CORP) is held by 16 institutional investors as of Q2 2026. Largest holders: STIFEL FINANCIAL CORP ($2.7M), OSAIC HOLDINGS, INC. ($2.6M), MORGAN STANLEY ($658,758). Net institutional sentiment: Mixed.

16

Holders

(2 Elite)

$8.8M

Total Value

53% (15)

Consensus

8 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)68

Insider (Form 4)66

Activist (13D/13G)30

Congressional (STOCK Act)47

Holder Quality

48

★★★★★

Elite

30

★★★★

Strong

56

★★★

Solid

14

★★

Below

15

★

Weak

Held by 16 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Mar 31, 2026 · Activists Apr 10, 2026 · Congress none

ActivistACArrowMark Colorado Holdings, LLC9.1%Apr 10, 2026

InsiderMMMarano Thompson MelissaBuy $28KMar 27, 2026

InsiderSDStaggs DanaBuy $3KApr 9, 2025

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Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
STIFEL FINANCIAL CORP	Increased	139,071(+0.1%)	$2.7M	0.0%	+74.85%	26
OSAIC HOLDINGS, INC.	Increased	131,069(+15.1%)	$2.6M	0.0%	+15.45%	30
MORGAN STANLEY	Decreased	33,696(-0.1%)	$658,758	0.0%	+13.53%	0
MWMARSHALL WACE, LLP	New	32,626	$637,838	0.0%	+6.74%	34
RAYMOND JAMES FINANCIAL INC	Decreased	31,473(-83.8%)	$615,295	0.0%	+15.26%	0
Hudson Bay Capital Management LP	Decreased	18,222(-67.8%)	$356,240	0.0%	+12.03%	0
Mariner, LLC	New	14,974	$292,748	0.0%	+6.74%	32
Rockefeller Capital Management L.P.	Unchanged	14,762	$288,597	0.0%	+3.97%	0
UBS Group AG	Increased	13,941(+293.1%)	$272,547	0.0%	+7.56%	26
Private Advisor Group, LLC	Decreased	11,054(-9.9%)	$216,102	0.0%	+4.25%	0
IWIntegrated Wealth Concepts LLC	New	9,042	$176,771	0.0%	+6.74%	31
JPMORGAN CHASE & CO	New	1,073	$20,966	0.0%	+6.74%	29
SIMPLEX TRADING, LLC	New	924	$18,064	0.0%	+6.74%	28
Allworth Financial LP	Unchanged	200	$3,910	0.0%	+66.54%	0
Russell Investments Group, Ltd.	Decreased	3(-25.0%)	$59	0.0%	+0.93%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$28	0.0%	+38.50%	0
MAI Capital Management	Exited	0(-100.0%)	$100,065	0.0%	+8.88%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$1,868	0.0%	+4.95%	0

BANXARROWMARK FINANCIAL CORP

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer