Among active 13F managers last quarter, 2 opened and 2 added, while 8 reduced; the largest holder to move was Everstar Asset Management, LLC (+26%). Over the last 180 days, 1 insider bought and none sold, a net +$28K in open-market trades.
The legs disagree, or only one of them leans.
30 tracked 13F filers disclose a position in BANX as of the latest SEC 13F filings, a combined $35.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ArrowMark Colorado Holdings LLC | 885K | $17.3M | —Held | Q2 2026 | |
| 2 | Raymond James Financial Inc | 195K | $3.7M | ▲+25% Added · +39K sh | Q1 2026 | |
| 3 | Stifel Financial Corp | 139K | $2.6M | ▼−11% Reduced · −17K sh | Q1 2026 | |
| 4 | Osaic Holdings, Inc. | 114K | $2.2M | ▲+143% Added · +67K sh | Q1 2026 | |
| 5 | Noble Wealth Management PBC | 107K | $2.1M | ▲+0.8% Added · +884 sh | Q2 2026 | |
| 6 | Everstar Asset Management, LLC | 60K | $1.2M | ▲+26% Added · +12K sh | Q2 2026 | |
| 7 | Closed-End Fund Advisors, Inc. | 55K | $1.1M | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 8 | Almitas Capital LLC | 51K | $994K | ▼−31% Reduced · −22K sh | Q2 2026 | |
| 9 | AlphaCore Capital LLC | 40K | $787K | ▲New +40K sh | Q2 2026 | |
| 10 | Morgan Stanley | 34K | $643K | ▲+5.4% Added · +2K sh | Q1 2026 | |
| 11 | CSS LLC | 27K | $524K | ▼−15% Reduced · −5K sh | Q2 2026 | |
| 12 | Oppenheimer & Co Inc | 24K | $470K | ▲+1.4% Added · +337 sh | Q2 2026 | |
| 13 | Hudson Bay Capital Management LP | 18K | $356K | ▼−68% Reduced · −38K sh | Q2 2026 | |
| 14 | Falcon Wealth Planning | 16K | $316K | —Held | Q2 2026 | |
| 15 | Rockefeller Capital Management L.P. | 15K | $281K | —Held | Q1 2026 | |
| 16 | Accurate Wealth Management, LLC | 11K | $228K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | 11K | $216K | ▼−9.9% Reduced · −1K sh | Q2 2026 | |
| 18 | UBS Group AG | 4K | $68K | ▲+267% Added · +3K sh | Q1 2026 | |
| 19 | Blue Bell Private Wealth Management, LLC | 2K | $37K | ▼−9.6% Reduced · −201 sh | Q2 2026 | |
| 20 | Trust Co Of Vermont | 2K | $34K | —Held | Q2 2026 | |
| 21 | Caldwell Sutter Capital, Inc. | 693 | $14K | ▼−97% Reduced · −25K sh | Q2 2026 | |
| 22 | Wilmington Savings Fund Society, FSB | 500 | $10K | ▼−29% Reduced · −200 sh | Q2 2026 | |
| 23 | NFSG Corp | 200 | $4K | —Held | Q2 2026 | |
| 24 | Allworth Financial LP | 200 | $4K | —Held | Q1 2026 | |
| 25 | Highline Wealth Partners LLC | 135 | $3K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in BANX and 2 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 12 funds | $6.8B |
| Microsoft CorpMSFT | 12 funds | $4.3B |
| Bank Of America CorpBAC | 12 funds | $453.7M |
| Chevron CorpCVX | 12 funds | $362.6M |
| Amazon.com IncAMZN | 11 funds | $3.6B |
| JPMorgan Chase & CoJPM | 11 funds | $958.6M |
| Visa Inc-Class A SharesV | 11 funds | $847.8M |
| Johnson & JohnsonJNJ | 11 funds | $841.5M |
| Cisco Systems IncCSCO | 11 funds | $435.3M |
| Merck & Co. Inc.MRK | 11 funds | $370.3M |
| Qualcomm IncQCOM | 11 funds | $258.9M |
| American Electric PowerAEP | 11 funds | $251.9M |
Ranked by how many of BANX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BANX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 27, 2026 | Marano Thompson Melissa | Director | Buy (P) | 2K | $28K |
| Apr 9, 2025 | Staggs Dana | President | Buy (P) | 149 | $3K |
| Mar 31, 2025 | Emrich John Scott | Director | Sell (S) | 1K | $21K |
| Mar 14, 2025 | Farrell Patrick Joseph | Chief Financial Officer | Buy (P) | 1K | $24K |
| Mar 7, 2025 | Farrell Patrick Joseph | Chief Financial Officer | Buy (P) | 1K | $21K |
| Feb 19, 2025 | Emrich John Scott | Director | Sell (S) | 500 | $11K |
| Jan 24, 2025 | Emrich John Scott | Director | Sell (S) | 3K | $53K |
| Jul 11, 2024 | Farrell Patrick Joseph | Chief Financial Officer | Buy (P) | 650 | $12K |
| Feb 26, 2024 | Staggs Dana | President | Buy (P) | 100 | $2K |
| Oct 6, 2023 | Emrich John Scott | Director | Buy (P) | 8K | $130K |
| May 5, 2023 | Farrell Patrick Joseph | Chief Financial Officer | Buy (P) | 700 | $11K |
| May 5, 2023 | Staggs Dana | President | Buy (P) | 2K | $30K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 12 | – |
Insiders Form 4 open-market | 1 | 0 | +$28K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BANX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BANX/capital-change-brief"
Use Arkolith's capital_change_brief for BANX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BANX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.