Arrowmark Financial Corp (BANX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Arrowmark Financial Corp (BANX) following the 2026 Q2 hedge fund 13F filings?

As of today, BANX has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +0.6%. Since the quarter end (June 30, 2026), BANX gained +5.9% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Arrowmark Financial Corp (BANX)

36 + Investors. Track Smart Money conviction in BANX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BANX

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BANX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

37 hedge funds hold BANX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 42% buying

16 buying22 selling

Last quarter: 22 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 6 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 30% new

■ 38% conviction (2yr+) ■ 32% medium ■ 30% new

Of the 37 current holders: 14 (38%) held >2 years, 12 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

➡️

Steady discovery — ~9 new funds/quarter

6 → 8 → 6 → 8 → 9 new funds/Q

New funds entering each quarter: 8 → 6 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 49% veterans vs 32% newcomers

■ 49% veterans ■ 19% 1-2yr ■ 32% new

Entry-cohort mix of 37 holders: 18 (49%) are 2+ year veterans, 7 entered 1–2 years ago, and 12 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds

7 of 36 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	36	36	-
13F Shares	2M	2M	-5.27%
Total Value	$36M	$37M	-2.6%
New Positions	9	8	+1
Increased Positions	7	16	-9
Closed Positions	8	6	+2
Reduced Positions	14	6	+8
Total Calls	1	2	-50.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

-5.27%

Total Value

$36M

$37M

-2.6%

New Positions

Increased Positions

-9

Closed Positions

Reduced Positions

Total Calls

-50.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BANX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BANX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Closed-End Fund Advisors, Inc.	1.04%	54,650	$1.1M
2	Noble Wealth Management PBC	0.94%	107,197	$2.1M
3	ArrowMark Colorado Holdings LLC	0.72%	884,834	$17.3M
4	Everstar Asset Management, LLC	0.56%	59,632	$1.2M
5	Almitas Capital LLC	0.24%	50,843	$994K
6	Accurate Wealth Management, LLC	0.02%	11,388	$228K
7	Css LLC/Il	0.02%	26,821	$524K
8	Falcon Wealth Planning	0.02%	16,179	$316K
9	AlphaCore Capital LLC	0.01%	40,258	$787K
10	Belpointe Asset Management LLC	0.01%	10,300	$201K
11	Capital Investment Advisors, LLC	0.01%	22,846	$447K
12	Caldwell Sutter Capital, INC.	0.01%	693	$14K
13	Oppenheimer & Co Inc	0.01%	24,037	$470K
14	Blue Bell Private Wealth Management, LLC	0.00%	1,903	$37K
15	Osaic Holdings, INC.	0.00%	131,069	$2.6M
16	Stifel Financial Corp	0.00%	139,071	$2.7M
17	Trust Co of Vermont	0.00%	1,750	$34K
18	Private Advisor Group, LLC	0.00%	11,054	$216K
19	Hudson Bay Capital Management LP	0.00%	18,222	$356K
20	Integrated Wealth Concepts LLC	0.00%	9,042	$177K
21	Highline Wealth Partners LLC	0.00%	135	$3K
22	Marshall Wace, LLP	0.00%	32,626	$638K
23	NFSG Corp	0.00%	200	$4K
24	Rockefeller Capital Management L.P.	0.00%	14,762	$289K
25	Mariner, LLC	0.00%	14,974	$293K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Arrowmark Financial Corp (BANX)

What does the Smart Money Trend signal show for BANX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BANX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BANX?

More sellers than buyers — 42% buying: Last quarter: 22 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BANX holders?

Smaller funds dominant — 11% AUM from top-100: 7 of 36 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BANX?

Mixed — 38% long-term, 30% new: Of the 37 current holders: 14 (38%) held >2 years, 12 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Arrowmark Financial Corp (BANX) following the 2026 Q2 hedge fund 13F filings?

As of today, BANX has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +0.6%. Since the quarter end (June 30, 2026), BANX has gained +5.9% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Arrowmark Financial Corp (BANX)

Smart Money Signals — BANX

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

More sellers than buyers — 42% buying

Steady new buyers — ~9 new funds per quarter

Mixed — 38% long-term, 30% new

Steady discovery — ~9 new funds/quarter

Veteran-anchored — 49% veterans vs 32% newcomers

Smaller funds dominant — 11% AUM from top-100

Institutional Sentiment Summary — BANX

Hedge Fund Ownership: BANX

Market Analysis: BANX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BANX

Is It Too Late to Buy Arrowmark Financial Corp (BANX) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BANX

Statistics: BANX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Arrowmark Financial Corp (BANX)

Welcome to 13Foresight!