ArrowMark Financial Corp. (BANX) announced that CFO Patrick Farrell retired effective June 30, 2026, and was replaced by Katherine Jones, a team member since 2019. President Dana Staggs also resigned. A press release detailing these changes was issued the same day.

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FAQ

Who are the top institutional investors holding ARROWMARK FINANCIAL CORP (BANX)?

Major stakeholders currently include ArrowMark Colorado Holdings LLC ($16.9M), Raymond James Financial INC ($3.7M), Stifel Financial CORP ($2.6M). Based on the latest 13F filings, there are a total of 36 tracked investment funds and institutions maintaining positions in BANX.

What is the overall institutional sentiment toward BANX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.9M, driven by 24 managers accumulating shares while 12 reduced their exposure.

Which institutions have been selling or reducing their BANX positions?

In the latest period, 6 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $5.3M.

Are there any notable investors adding BANX to their portfolios?

Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 16 existing holders added to their shares. The total reported buy value for the quarter amounted to $33.0M.