26 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ArrowMark Colorado Holdings LLC | $16.9M | 885K | ▲+9.5% Added · +77K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $3.7M | 195K | ▲+25% Added · +39K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $2.6M | 139K | ▼−11% Reduced · −17K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $2.2M | 114K | ▲+143% Added · +67K sh | Q1 2026 | |
| 5 | Noble Wealth Management PBC | $2.1M | 107K | ▲+0.8% Added · +884 sh | Q2 2026 | |
| 6 | Almitas Capital LLC | $1.4M | 73K | ▲New +73K sh | Q1 2026 | |
| 7 | Everstar Asset Management, LLC | $1.2M | 60K | ▲+26% Added · +12K sh | Q2 2026 | |
| 8 | Hudson Bay Capital Management LP | $1.1M | 57K | ▲New +57K sh | Q1 2026 | |
| 9 | Closed-End Fund Advisors, Inc. | $1.1M | 55K | ▼−22% Reduced · −15K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $643K | 34K | ▲+5.4% Added · +2K sh | Q1 2026 | |
| 11 | CSS LLC/IL | $603K | 32K | ▲New +32K sh | Q1 2026 | |
| 12 | OPPENHEIMER & CO INC | $470K | 24K | ▲+1.4% Added · +337 sh | Q2 2026 | |
| 13 | Falcon Wealth Planning | $316K | 16K | —Held | Q2 2026 | |
| 14 | Rockefeller Capital Management L.P. | $281K | 15K | —Held | Q1 2026 | |
| 15 | Accurate Wealth Management, LLC | $228K | 11K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | $216K | 11K | ▼−9.9% Reduced · −1K sh | Q2 2026 | |
| 17 | MAI Capital Management | $100K | 5K | —Held | Q1 2026 | |
| 18 | UBS Group AG | $68K | 4K | ▲+267% Added · +3K sh | Q1 2026 | |
| 19 | CALDWELL SUTTER CAPITAL, INC. | $14K | 693 | ▼−97% Reduced · −25K sh | Q2 2026 | |
| 20 | Wilmington Savings Fund Society, FSB | $10K | 500 | ▼−29% Reduced · −200 sh | Q2 2026 | |
| 21 | Allworth Financial LP | $4K | 200 | —Held | Q1 2026 | |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $3K | 135 | —Held | Q2 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $2K | 100 | ▲New +100 sh | Q1 2026 | |
| 24 | Russell Investments Group, Ltd. | $76 | 4 | ▼−89% Reduced · −34 sh | Q1 2026 | |
| 25 | SBI Securities Co., Ltd. | $59 | 3 | ▼−57% Reduced · −4 sh | 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, 3 funds opened a new position in BANX and 3 added to an existing one, while 5 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 10 funds | $4.1B |
| JOHNSON & JOHNSONJNJ | 9 funds | $866.2M |
| CHEVRON CORPCVX | 9 funds | $406.8M |
| NVIDIA CORPNVDA | 8 funds | $6.8B |
| AMAZON.COM INCAMZN | 8 funds | $3.2B |
| BROADCOM INCAVGO | 8 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.7B |
| TESLA INCTSLA | 8 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 8 funds | $934.6M |
| ADVANCED MICRO DEVICESAMD | 8 funds | $744.6M |
| CITIGROUP INCC | 8 funds | $461.7M |
| BANK OF AMERICA CORPBAC | 8 funds | $444.4M |
Ranked by how many of BANX's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.