Security key
861780104
- Security type / class
- Equity / Common
- Total 13F shares
- 1,951,324
- Total 13F value
- $32,555,512
- Share change
- +48,598
- SEC-reported price per share
- $16.66
- Number of holders
- 26
- Value change
- +$699,848
- Number of buys
- 17
- Number of sells
- 10
- Shares outstanding
- 9,680,897
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
26
Top holders
10
BANX full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
ArrowMark Financial Corp. SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 861780104
Recent filing periods:
Ownership snapshot
Top reported holders of BANX - ArrowMark Financial Corp. - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ArrowMark Colorado Holdin...
Disclosed value leader
ArrowMark Colorado Holdin...
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F
Highest disclosed value: $9,104,562
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
ArrowMark Colorado Holdings LLC has the largest disclosed position value at $9.1M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ArrowMark Colorado Holdings LLC's linked filing trail.
Disclosed position value
Top 5
ArrowMark Colorado Holdings LLC
$9.1M
Greenwich Investment Management, ...
$5.52M
OSAIC HOLDINGS, INC.
$4.68M
STIFEL FINANCIAL CORP
$3.31M
Raymond James Financial Services ...
$2.91M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC |
13F
Company
|
—
denominator unverified
|
$9,104,562
505,809 shares
|
— | 31 Mar 2023 |
| Greenwich Investment Management, Inc. |
13F
Company
|
—
denominator unverified
|
$5,515,000
306,406 shares
|
— | 31 Mar 2023 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
denominator unverified
|
$4,681,507
260,083 shares
|
— | 31 Mar 2023 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
denominator unverified
|
$3,306,518
183,697 shares
|
— | 31 Mar 2023 |
| Raymond James Financial Services Advisors, Inc. |
13F
Company
|
—
denominator unverified
|
$2,906,334
161,463 shares
|
— | 31 Mar 2023 |
| Oxbow Advisors, LLC |
13F
Company
|
—
denominator unverified
|
$2,196,990
122,055 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
26
Shares
1,951,324
Rows available
26
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q3 2025 Across Filers
Q3 2025 holders
36
Q2 2023 holders
26
Holder diff
-10
| Investor | Q3 2025 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q3 2025 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend