Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARROWMARK FINANCIAL CORP (BANX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
67%

Smart Money Signals — BANX

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
36 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 — +20% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 67% buying

24 buying12 selling
Last quarter: 24 funds were net buyers (8 opened a brand new position + 16 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

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

Mixed — 39% long-term, 31% new

39% conviction (2yr+) 31% medium 31% new
Of the 36 current holders: 14 (39%) held >2 years, 11 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.
💎

Buying through price weakness — shares +24%, value +8%

Value
+8%
Shares
+24%
Last quarter: funds added +24% more shares while total portfolio value only changed +8%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

1 → 6 → 8 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 8 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

47% veterans 25% 1-2yr 28% new
Of 36 current holders: 17 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 36 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — BANX

In 2026 Q1, 24 hedge funds were net buyers of BANX (8 opened a new position, 16 added to an existing one), while 12 reduced or exited (6 trimmed, 6 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: BANX

How many hedge funds hold BANX — quarterly history vs. share price
Quarterly hedge fund ownership of BANX vs. share price

Market Analysis: BANX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BANX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ARROWMARK FINANCIAL CORP (BANX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BANX has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
BANX
+3.5%
XLF
+4.6%

BANX outperformed XLF by -1.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
BANX
-0.4%
XLF
+1.1%

Since the filing became public, BANX outperformed XLF by -1.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BANX
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 34 5.88%
13F Shares 2M 2M 24.34%
Total Value $37M $34M 8.35%
New Positions 8 6 +2
Increased Positions 16 13 +3
Closed Positions 6 7 -1
Reduced Positions 6 5 +1
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BANX

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
Top 25 institutional holders of BANX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Closed-End Fund Advisors, Inc. 1.35% 69,773 $1.3M
2 Noble Wealth Management PBC 1.02% 106,313 $2.0M
3 Everstar Asset Management, LLC 0.48% 47,345 $902K
4 ArrowMark Colorado Holdings LLC 0.45% 884,834 $16.9M
5 Almitas Capital LLC 0.32% 73,252 $1.4M
6 CALDWELL SUTTER CAPITAL, INC. 0.20% 25,693 $490K
7 Catalina Capital Group, LLC 0.18% 15,717 $300K
8 FNY Investment Advisers, LLC 0.04% 4,700
9 Accurate Wealth Management, LLC 0.03% 13,305 $259K
10 CSS LLC/IL 0.03% 31,642 $603K
11 Falcon Wealth Planning 0.02% 16,179 $308K
12 Capital Investment Advisors, LLC 0.01% 24,246 $462K
13 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% 2,104 $40K
14 OPPENHEIMER & CO INC 0.01% 23,700 $452K
15 Hudson Bay Capital Management LP 0.00% 56,666 $1.1M
16 OSAIC HOLDINGS, INC. 0.00% 113,837 $2.2M
17 STIFEL FINANCIAL CORP 0.00% 138,963 $2.6M
18 RAYMOND JAMES FINANCIAL INC 0.00% 194,853 $3.7M
19 Private Advisor Group, LLC 0.00% 12,268 $234K
20 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 827 $16K
21 HIGHLINE WEALTH PARTNERS LLC 0.00% 135 $3K
22 NFSG Corp 0.00% 200 $4K
23 MAI Capital Management 0.00% 5,250 $100K
24 Rockefeller Capital Management L.P. 0.00% 14,762 $281K
25 Sound Income Strategies, LLC 0.00% 453 $9K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 buyers than sellers — 67% buying: Last quarter: 24 funds were net buyers (8 opened a brand new position + 16 added to an existing one). Only 12 were sellers (6 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BANX holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 36 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BANX?

Mixed — 39% long-term, 31% new: Of the 36 current holders: 14 (39%) held >2 years, 11 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 Q1 hedge fund 13F filings?

As of today, BANX has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the XLF sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BANX has gained +3.5% vs +4.6% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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