Signals

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☆BANX

51 in-universe funds with a nonzero position in BANX within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-06-30 8-K Item(s) 5.02, 9.01
2026-03-27 Insider Marano Thompson Melissa acquired via purchase ($28,148)
2026-01-28 8-K Item(s) 1.01, 8.01, 9.01
2025-12-19 8-K Item(s) 1.01, 8.01, 9.01
2025-12-16 8-K Item(s) 1.01, 8.01, 9.01
2025-04-09 Insider Staggs Dana (President) acquired via purchase ($2,737)
2025-03-31 Insider Emrich John Scott disposed via sale ($21,010)
2025-03-28 8-K Item(s) 3.01 -- negative
2025-03-14 Insider FARRELL PATRICK JOSEPH (Chief Financial Officer) acquired via purchase ($24,196)
2025-03-07 Insider FARRELL PATRICK JOSEPH (Chief Financial Officer) acquired via purchase ($21,200)
2025-02-19 Insider Emrich John Scott disposed via sale ($10,600)
2025-01-24 Insider Emrich John Scott disposed via sale ($53,200)
2022-11-09 8-K Item(s) 2.02, 9.01
2022-08-04 8-K Item(s) 2.02, 9.01
2022-06-16 8-K Item(s) 8.01, 9.01
2022-06-03 8-K Item(s) 8.01
2022-05-12 8-K Item(s) 2.02, 9.01
2013-09-30 Ownership Dilution filing by ArrowMark Financial Corp. (D)

Flow ranking

Rank#1683
Score / z0.000 / 0.02
Consensus11.86 over 20 funds
Momentumnot computed

Price & positioning

162 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-03-27 Marano Thompson Melissa P $28,148
2025-04-09 Staggs Dana P $2,737
2025-03-31 Emrich John Scott S $21,010
2025-03-14 FARRELL PATRICK JOSEPH P $24,196
2025-03-07 FARRELL PATRICK JOSEPH P $21,200
2025-02-19 Emrich John Scott S $10,600
2025-01-24 Emrich John Scott S $53,200

8-K events

Negative / total0 / 1
FiledFormItems
2026-06-30 8-K 5.02, 9.01
2026-01-28 8-K 1.01, 8.01, 9.01
2025-12-19 8-K 1.01, 8.01, 9.01
2025-12-16 8-K 1.01, 8.01, 9.01
2025-03-28 8-K 3.01
2022-11-09 8-K 2.02, 9.01
2022-08-04 8-K 2.02, 9.01
2022-06-16 8-K 8.01, 9.01
2022-06-03 8-K 8.01
2022-05-12 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2013-09-30 D ArrowMark Financial Corp.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 17.3 0.7% 5 +0.3 pp +0.3 pp +0.7 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.1 1.0% 4 -0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Everstar Asset Management, LLC CIK 0002023744 0.121 202 1.2 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 1.1 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CSS LLC/IL CIK 0001103646 0.116 766 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BANX). Qtrs Held counts distinct quarters this fund has actually held BANX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BANX position size. Δ columns are the percentage-point change in BANX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status