How many institutions own BANX stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BANX shares is 36, representing 19.73% of the company's common stock.

Who are the major shareholders selling ArrowMark Financial Corp. stock?

RUSSELL INVESTMENTS GROUP, LTD., in the last quarter, reduced its stake in BANX by -89.47% restricting it's holding to 4 shares of worth nearly $76.00. BANK OF AMERICA CORP /DE/ also lessened -100% of the BANX shares from its portfolio, reducing its holding to 0 shares of worth -. OXBOW ADVISORS, LLC also shunned BANX shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying BANX stock?

As per its latest 13F filing, RAYMOND JAMES FINANCIAL INC increased its stake in BANX by 25.4% in the last quarter. The institutional holder raised its holding to 194.85 thousand shares having worth more than $3.71M. SOUND INCOME STRATEGIES, LLC also added 0.89% more shares of BANX to its portfolio, raising its holding to 453 shares of worth $8.71K. BRYN MAWR TRUST CO also increased its BANX shares holding by 40% which brought its holding to 700 shares worth $13.34K.

BANX's major insiders: who are they?

The insider with the most stakes in BANX is Shilowitz George , President at the company. Additionally, BANX stock is highly held by director Reidy Karen and CEO Bhonsle Sanjai among others.

Did an insider recently sell BANX stock?

Company executives, directors, and other insiders own 0.01% percent of ArrowMark Financial Corp.'s stock. Within the last six months, there have been 0 transaction(s) in which BANX insiders have sold stock, totaling 0 shares. Insiders that have sold shares include EMRICH JOHN SCOTT.

Which insider recently purchased BANX stock?

There have been 1 transaction(s) during the past 6-months in which ArrowMark Financial Corp. insiders have bought stock, totalling 1500 shares

How much of BANX does insiders own?

Around 1.5K ArrowMark Financial Corp. shares are held by insiders, which represents about 0.01% of BANX stock.

Who is the insider with the largest stake?

BANX President, Shilowitz George holds the largest portfolio of the company's shares. BANX shares owned by Shilowitz total nearly 13.05 thousand.

Which institution holds the most shares in BANX?

MAI CAPITAL MANAGEMENT is the largest institutional owner in BANX which holds 5.25 thousand shares worth $100.07K or 0.07% of the total BANX shares outstanding followed by ALLWORTH FINANCIAL LP with ownership of 200 shares representing 0% of the BANX ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 194.85 thousand shares or 2.49% of the ownership worth more than $3.71M.

Is ArrowMark Financial Corp. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BANX is concerned, it is a stock which is optionable.

Is there a short position on BANX's shares?

Number of BANX shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BANX shares are there?

As of today, null shares of BANX are outstanding.

Is there many float in BANX stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BANX has null shares in float.

BANX short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BANX is null.

ArrowMark Financial (BANX) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.01% Percentage of Shares held by All Insiders

19.73% Percentage of Shares held by All Institutions

19.74% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 19.73% of BANX shares are held by financial institutions. MAI CAPITAL MANAGEMENT is the top corporate investor, holding 5.25K shares valued at $100.07K. A 0.07% stake in ArrowMark Financial Corp. is owned by the company. ALLWORTH FINANCIAL LP owns 200 shares valued at $3.81K, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0.07%	5.25K	100.07K	0	0
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	200	3.81K	0	0
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.49%	194.85K	3.71M	39.47K	+25.40%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	28	0	0
Mar 31, 2026	RUSSELL INVESTMENTS GROUP, LTD.	0%	4	76	-34	-89.47%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	200	3.81K	0	0
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0.01%	453	8.71K	4	+0.89%
Mar 31, 2026	BRYN MAWR TRUST CO	0.01%	700	13.34K	200	+40.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	827	15.75K	827	+100.00%
Mar 31, 2026	CATALINA CAPITAL GROUP, LLC	0.2%	15.72K	299.57K	9	+0.06%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-5.05K	-100.00%
Mar 31, 2026	OXBOW ADVISORS, LLC	0%	0	-	-10.89K	-100.00%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-10.18K	-100.00%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.03%	2.1K	40.1K	2.1K	+100.00%
Mar 31, 2026	FALCON WEALTH PLANNING	0.21%	16.18K	308.37K	-1.39K	-7.89%
Mar 31, 2026	CALDWELL SUTTER CAPITAL, INC.	0.33%	25.69K	489.71K	25K	+3,607.50%
Mar 31, 2026		0.89%	69.77K	1.33M	436	+0.63%
Mar 31, 2026	UBS GROUP AG	0.05%	3.55K	67.59K	2.58K	+266.70%
Mar 31, 2026	ARROWMARK COLORADO HOLDINGS LLC	11.33%	884.83K	16.86M	76.76K	+9.50%
Mar 31, 2026	STIFEL FINANCIAL CORP	1.78%	138.96K	2.65M	-16.84K	-10.81%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	1.36%	106.31K	2.03M	25.6K	+31.72%
Mar 31, 2026	JONES FINANCIAL COMPANIES LLLP	0%	100	1.87K	100	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0%	0	-	-1.03K	-100.00%
Mar 31, 2026	EVERSTAR ASSET MANAGEMENT, LLC	0.61%	47.35K	902.4K	1.15K	+2.50%
Mar 31, 2026	CAPITAL INVESTMENT ADVISORS, LLC	0.31%	24.25K	462.13K	-1.75K	-6.73%
Mar 31, 2026	OPPENHEIMER & CO INC	0.3%	23.7K	451.72K	1.15K	+5.11%
Mar 31, 2026	FNY INVESTMENT ADVISERS, LLC	0.06%	4.7K	89K	4.7K	+100.00%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	135	2.57K	0	0
Mar 31, 2026	BARD ASSOCIATES INC	0%	82	1.56K	-288	-77.84%
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	7	133	3	+75.00%
Mar 31, 2026	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0%	0	-	-511	-100.00%
Mar 31, 2026	HUDSON BAY CAPITAL MANAGEMENT LP	0.73%	56.67K	1.08M	56.67K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	1.46%	113.84K	2.17M	67.02K	+143.16%
Mar 31, 2026	ALMITAS CAPITAL LLC	0.94%	73.25K	1.4M	73.25K	+100.00%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.16%	12.27K	233.83K	1.26K	+11.42%
Mar 31, 2026	ACCURATE WEALTH MANAGEMENT, LLC	0.17%	13.31K	259.18K	-1.21K	-8.34%
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	14.76K	281.36K	0	0
Mar 31, 2026	MORGAN STANLEY	0.43%	33.72K	642.67K	1.72K	+5.37%
Mar 31, 2026	CSS LLC/IL	0.41%	31.64K	603.1K	31.64K	+100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0.21%	16.1K	306.87K	3.9K	+31.97%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.17%	12.9K	245.87K	12.9K	+100.00%
Dec 31, 2025	BRYN MAWR TRUST CO	0.01%	500	10.91K	0	0
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	200	4.36K	0	0
Dec 31, 2025	BARD ASSOCIATES INC	0.01%	370	8.46K	-26.79K	-98.64%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	449	9.58K	0	0
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	46.82K	1.02M	12.61K	+36.86%
Dec 31, 2025		0.97%	69.34K	1.51M	69.34K	+100.00%
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	1.13%	80.71K	1.76M	3.03K	+3.90%
Dec 31, 2025	CITADEL ADVISORS LLC	0.17%	12.2K	266.2K	12.2K	+100.00%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	20	0	0
Dec 31, 2025	TRUST CO OF VERMONT	0.02%	1.75K	38.19K	0	0
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	10.18K	222K	41	+0.40%
Dec 31, 2025	OXBOW ADVISORS, LLC	0.15%	10.89K	237.62K	0	0
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.15%	11.01K	240.26K	1.66K	+17.76%
Dec 31, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.2%	14.52K	319.93K	142	+0.99%
Dec 31, 2025	CATALINA CAPITAL GROUP, LLC	0.22%	15.71K	342.75K	30	+0.19%
Dec 31, 2025	FALCON WEALTH PLANNING	0.25%	17.56K	383.25K	-1.3K	-6.88%
Dec 31, 2025	OPPENHEIMER & CO INC	0.32%	22.55K	491.98K	254	+1.14%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.36%	26K	567.23K	-1.5K	-5.46%
Dec 31, 2025	MORGAN STANLEY	0.45%	32K	698.27K	1.06K	+3.43%
Dec 31, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.65%	46.19K	1M	2K	+4.54%
Dec 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	693	15.12K	0	0
Dec 31, 2025	MARSHALL WACE, LLP	0%	0	-	-25.82K	-100.00%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	135	2.95K	135	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	967	21.1K	522	+117.30%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.07%	5.05K	110.19K	2K	+65.57%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	14.76K	322.11K	0	0
Dec 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	11.34%	808.08K	17.63M	670.75K	+488.43%
Dec 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	38	829	33	+660.00%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0.07%	5.25K	114.56K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.18%	155.38K	3.39M	-23.69K	-13.23%
Dec 31, 2025	STIFEL FINANCIAL CORP	2.19%	155.8K	3.4M	2.28K	+1.49%
Dec 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0%	0	-	-557	-100.00%
Dec 31, 2025	BELPOINTE ASSET MANAGEMENT LLC	0%	0	-	-9.3K	-100.00%
Dec 31, 2025	UMB BANK, N.A.	0%	0	-	-2.7K	-100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	200	4.36K	0	0
Dec 31, 2025	GLOBAL WEALTH STRATEGIES & ASSOCIATES	0.01%	511	11.15K	511	+100.00%
Dec 31, 2025	SIMPLEX TRADING, LLC	0%	0	-	-120	-100.00%
Dec 31, 2025	FMR LLC	0%	0	-	-6	-100.00%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	4	87	-6	-60.00%
Dec 31, 2025	ROYAL BANK OF CANADA	0.01%	1.03K	22K	1.03K	+100.00%
Sep 30, 2025	ROUND ROCK ADVISORS, LLC	0%	0	-	-174.81K	-100.00%
Sep 30, 2025	PRINCIPAL STREET PARTNERS, LLC	0%	0	-	-10.94K	-100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.48%	34.21K	742.02K	11.49K	+50.56%
Sep 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.62%	44.19K	968.6K	3.77K	+9.32%
Sep 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	1.93%	137.33K	3.01M	-59.56K	-30.25%
Sep 30, 2025	STIFEL FINANCIAL CORP	2.15%	153.52K	3.37M	-1.15K	-0.74%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.13%	9.35K	204.95K	9.35K	+100.00%
Sep 30, 2025	BELPOINTE ASSET MANAGEMENT LLC	0.13%	9.3K	203.86K	9.3K	+100.00%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	449	9.7K	0	0
Sep 30, 2025	OXBOW ADVISORS, LLC	0.15%	10.89K	238.71K	-100	-0.91%
Sep 30, 2025	SIMPLEX TRADING, LLC	0%	120	2K	120	+100.00%
Sep 30, 2025	FMR LLC	0%	6	132	4	+200.00%
Sep 30, 2025	UBS GROUP AG	0.01%	445	9.75K	-574	-56.33%
Sep 30, 2025	CATALINA CAPITAL GROUP, LLC	0.22%	15.68K	343.66K	0	0
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.21%	14.76K	323.58K	14.76K	+100.00%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	3.05K	66.86K	-4	-0.13%
Sep 30, 2025	UMB BANK, N.A.	0.04%	2.7K	59.18K	0	0
Sep 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	693	15.19K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	200	4.38K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	200	4.38K	0	0
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	5	110	5	+100.00%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	15	0	0
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	1.09%	77.68K	1.7M	77.68K	+100.00%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.01%	557	12.21K	557	+100.00%
Sep 30, 2025	TRUST CO OF VERMONT	0.02%	1.75K	38.36K	-575	-24.73%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	10.14K	222K	160	+1.60%
Sep 30, 2025	ACCURATE WEALTH MANAGEMENT, LLC	0.2%	14.37K	311.05K	14.37K	+100.00%
Sep 30, 2025	OPPENHEIMER & CO INC	0.31%	22.29K	488.66K	6.28K	+39.25%
Sep 30, 2025	MARSHALL WACE, LLP	0.36%	25.82K	566K	7.4K	+40.16%
Sep 30, 2025	BRYN MAWR TRUST CO	0.01%	500	10.96K	0	0
Sep 30, 2025	FALCON WEALTH PLANNING	0.26%	18.86K	413.46K	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.51%	179.07K	3.93M	1.41K	+0.80%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	0	-	-4.8K	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	10	219	-1	-9.09%
Sep 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	10	227	0	0
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0.07%	5.25K	115.08K	0	0
Sep 30, 2025	BARD ASSOCIATES INC	0.38%	27.16K	595.24K	-13.88K	-33.82%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.39%	27.5K	602.71K	0	0
Sep 30, 2025	MORGAN STANLEY	0.43%	30.94K	678.22K	12.22K	+65.29%
Jun 30, 2025	FALCON WEALTH PLANNING	0.26%	18.86K	394.78K	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	2.17%	154.67K	3.24M	-24.56K	-13.70%
Jun 30, 2025	MORGAN STANLEY	0.26%	18.72K	391.8M	7.68K	+69.53%
Jun 30, 2025	MARSHALL WACE, LLP	0.26%	18.42K	385.59K	18.42K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	22.72K	475.55K	4.76K	+26.52%
Jun 30, 2025	UBS GROUP AG	0.01%	1.02K	21.33K	1.02K	+100.00%
Jun 30, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	693	14.5K	0	0
Jun 30, 2025		0%	11	230	-138	-92.62%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	10	212	10	+100.00%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	0	-	-14.44K	-100.00%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.39%	27.5K	575.49K	-1K	-3.51%
Jun 30, 2025	FMR LLC	0%	2	42	2	+100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	19	-11	-91.67%
Jun 30, 2025	BARD ASSOCIATES INC	0.58%	41.04K	858.86K	-400	-0.97%
Jun 30, 2025	OPPENHEIMER & CO INC	0.22%	16.01K	335.07K	-8.82K	-35.52%
Jun 30, 2025	CATALINA CAPITAL GROUP, LLC	0.22%	15.68K	328.14K	5.35K	+51.86%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	200	4.19K	200	+100.00%
Jun 30, 2025	ARROWMARK COLORADO HOLDINGS LLC	2.76%	196.89K	4.12M	744	+0.38%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.49%	177.66K	3.72M	-8.09K	-4.36%
Jun 30, 2025	ROUND ROCK ADVISORS, LLC	2.45%	174.81K	3.66M	10.88K	+6.63%
Jun 30, 2025	EVERSTAR ASSET MANAGEMENT, LLC	0.57%	40.42K	846.03K	16.46K	+68.67%
Jun 30, 2025	SBI SECURITIES CO., LTD.	0%	11	230	-138	-92.62%
Jun 30, 2025	OXBOW ADVISORS, LLC	0.15%	10.99K	230.02K	0	0
Jun 30, 2025	PRINCIPAL STREET PARTNERS, LLC	0.15%	10.94K	228.97K	-915	-7.72%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.14%	9.98K	209K	-501	-4.78%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.07%	5.25K	109.88K	0	0
Jun 30, 2025	ROYAL BANK OF CANADA	0.07%	4.8K	101K	73	+1.54%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	3.05K	63.92K	-1.5K	-32.88%
Jun 30, 2025	UMB BANK, N.A.	0.04%	2.7K	56.51K	0	0
Jun 30, 2025	TRUST CO OF VERMONT	0.03%	2.33K	48.66K	-425	-15.45%
Jun 30, 2025	BRYN MAWR TRUST CO	0.01%	500	10.47K	0	0
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	449	9.4K	0	0
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	200	4.19K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-8.8K	-100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-15K	-100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.21%	15K	316K	15K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.07%	4.73K	100K	0	0
Mar 31, 2025	CATALINA CAPITAL GROUP, LLC	0.14%	10.32K	217.32K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.25%	17.96K	378.05K	-65.17K	-78.40%
Mar 31, 2025	FALCON WEALTH PLANNING	0.26%	18.86K	397.05K	0	0
Mar 31, 2025	ROUND ROCK ADVISORS, LLC	2.3%	163.93K	3.45M	121.23K	+283.92%
Mar 31, 2025	STIFEL FINANCIAL CORP	2.52%	179.23K	3.77M	11.53K	+6.87%
Mar 31, 2025		0%	149	3.14K	43	+40.57%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	10.48K	221K	-2.2K	-17.37%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.4%	28.5K	599.84K	-2.25K	-7.32%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.61%	185.75K	3.91M	-2.82K	-1.50%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	12	248	-31	-72.09%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	1	21	0	0
Mar 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0%	0	-	-750	-100.00%
Mar 31, 2025	BARD ASSOCIATES INC	0.58%	41.44K	872.21K	-375	-0.90%
Mar 31, 2025	OPPENHEIMER & CO INC	0.35%	24.83K	522.63K	899	+3.76%
Mar 31, 2025	MAI CAPITAL MANAGEMENT	0.07%	5.25K	110.51K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.06%	4.55K	95.78K	0	0
Mar 31, 2025	TRUST CO OF VERMONT	0.04%	2.75K	57.89K	0	0
Mar 31, 2025	UMB BANK, N.A.	0.04%	2.7K	56.84K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0.06%	4.3K	90.73K	-3.6K	-45.57%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0.01%	449	9.45K	0	0
Mar 31, 2025	CALDWELL SUTTER CAPITAL, INC.	0.01%	693	14.59K	-800	-53.58%
Mar 31, 2025	BRYN MAWR TRUST CO	0.01%	500	10.53K	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	200	4.02K	0	0
Mar 31, 2025	ARROWMARK COLORADO HOLDINGS LLC	2.75%	196.15K	4.14M	0	0
Mar 31, 2025	OXBOW ADVISORS, LLC	0.15%	10.99K	231.34K	0	0
Mar 31, 2025	MORGAN STANLEY	0.16%	11.04K	232.45K	-736	-6.25%
Mar 31, 2025	PRINCIPAL STREET PARTNERS, LLC	0.17%	11.86K	249.55K	-600	-4.82%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.2%	14.44K	304.73K	3.9K	+36.99%
Mar 31, 2024	SOUND INCOME STRATEGIES, LLC	0.01%	450	8.55K	0	0
Mar 31, 2024	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-61	-100.00%
Mar 31, 2024	RMB CAPITAL MANAGEMENT, LLC	0%	0	-	-10.24K	-100.00%
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.01%	750	14.25K	750	+100.00%
Mar 31, 2024	CALDWELL SUTTER CAPITAL, INC.	0.02%	1.74K	33.07K	-300	-14.70%
Mar 31, 2024	UMB BANK, N.A.	0.04%	2.7K	51.29K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.06%	4.55K	86.43K	0	0
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.28%	19.9K	378K	-574	-2.80%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.47%	33.25K	631.58K	1K	+3.10%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0%	0	-	-73.9K	-100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-26K	-100.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	200	3.8K	0	0
Mar 31, 2024	UBS GROUP AG	0.01%	550	10.45K	-120	-17.91%
Mar 31, 2024		0.01%	750	14.25K	750	+100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.02%	1.08K	20.59K	1.08K	+108,300.00%
Mar 31, 2024	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.02%	1.6K	30.39K	0	0
Mar 31, 2024	CITADEL ADVISORS LLC	0.25%	17.99K	342.55K	5.48K	+43.76%
Mar 31, 2024	GREENWICH INVESTMENT MANAGEMENT, INC.	4.47%	318.25K	6.06M	3.27K	+1.04%
Mar 31, 2024	ARROWMARK COLORADO HOLDINGS LLC	6.28%	446.68K	8.5M	1.1K	+0.25%
Mar 31, 2024	BARD ASSOCIATES INC	0.6%	42.61K	809.38K	-1.08K	-2.47%
Mar 31, 2024	BEACON POINTE ADVISORS, LLC	0.84%	59.62K	1.13M	-900	-1.49%
Mar 31, 2024	STIFEL FINANCIAL CORP	2.77%	197.33K	3.75M	2.98K	+1.53%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	3.22%	229.14K	4.35M	7.11K	+3.20%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	3.93%	279.31K	5.31M	12.07K	+4.52%
Mar 31, 2024	ROYAL BANK OF CANADA	0.07%	4.73K	90K	0	0
Mar 31, 2024	MORGAN STANLEY	0.16%	11.1K	210.85K	-141	-1.25%
Mar 31, 2024	OXBOW ADVISORS, LLC	0.16%	11.22K	213.12K	-7.75K	-40.85%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.16%	11.3K	215.15K	11.3K	+100.00%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.17%	12.08K	229.4K	631	+5.51%
Mar 31, 2024	OPPENHEIMER & CO INC	0.25%	17.9K	340.05K	17.9K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.07%	4.73K	86K	0	0
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0%	0	-	-24.5K	-100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	19	0	0
Dec 31, 2023	TOWER RESEARCH CAPITAL LLC (TRC)	0%	61	1.11K	61	+100.00%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0%	200	3.63K	0	0
Dec 31, 2023	SOUND INCOME STRATEGIES, LLC	0.01%	450	8.17K	0	0
Dec 31, 2023		0.01%	552	10.02K	552	+100.00%
Dec 31, 2023	UBS GROUP AG	0.01%	670	12.17K	460	+219.05%
Dec 31, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.02%	1.6K	29.06K	0	0
Dec 31, 2023	CALDWELL SUTTER CAPITAL, INC.	0.03%	2.04K	37.07K	0	0
Dec 31, 2023	UMB BANK, N.A.	0.04%	2.7K	49.03K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.06%	4.55K	82.63K	0	0
Dec 31, 2023	RMB CAPITAL MANAGEMENT, LLC	0.14%	10.24K	186.03K	244	+2.44%
Dec 31, 2023	MORGAN STANLEY	0.16%	11.24K	204.15K	701	+6.65%
Dec 31, 2023	MAGNUS FINANCIAL GROUP LLC	0.16%	11.45K	207.86K	276	+2.47%
Dec 31, 2023	CITADEL ADVISORS LLC	0.17%	12.52K	226.77K	12.52K	+100.00%
Dec 31, 2023	OXBOW ADVISORS, LLC	0.27%	18.97K	344.46K	-1.25K	-6.19%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	20.47K	372K	-457	-2.18%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.36%	26K	472.16K	-40K	-60.61%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.45%	32.25K	585.66K	1.25K	+4.03%
Dec 31, 2023	BARD ASSOCIATES INC	0.61%	43.69K	817.15K	-401	-0.91%
Dec 31, 2023	BEACON POINTE ADVISORS, LLC	0.85%	60.52K	1.1M	-2.64K	-4.18%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1.03%	73.9K	1.34M	73.9K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	2.72%	194.35K	3.53M	-24.79K	-11.31%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	3.1%	222.03K	4.03M	16.41K	+7.98%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	3.74%	267.24K	4.85M	7.74K	+2.98%
Dec 31, 2023	GREENWICH INVESTMENT MANAGEMENT, INC.	4.4%	314.98K	5.71M	-6.49K	-2.02%
Dec 31, 2023	ARROWMARK COLORADO HOLDINGS LLC	6.23%	445.58K	8.07M	-35.03K	-7.29%
Sep 30, 2023	RMB CAPITAL MANAGEMENT, LLC	0.14%	10K	-	0	0
Sep 30, 2023	STIFEL FINANCIAL CORP	3.06%	219.14K	-	-17.89K	-7.55%
Sep 30, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	2.87%	205.63K	-	29.18K	+16.54%
Sep 30, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0.95%	68.07K	-	14.13K	+26.19%
Sep 30, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.92%	66K	-	0	0
Sep 30, 2023	BEACON POINTE ADVISORS, LLC	0.88%	63.16K	-	63.16K	+100.00%
Sep 30, 2023	ADVISOR GROUP HOLDINGS, INC.	3.63%	259.51K	-	-3.36K	-1.28%
Sep 30, 2023	BARD ASSOCIATES INC	0.62%	44.09K	-	980	+2.27%
Sep 30, 2023	GREENWICH INVESTMENT MANAGEMENT, INC.	4.49%	321.47K	-	-6.14K	-1.87%
Sep 30, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.43%	31K	-	6.25K	+25.25%
Sep 30, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.34%	24.5K	-	-22K	-47.31%
Sep 30, 2023	CWM, LLC	0%	0	-	-1.5K	-100.00%
Sep 30, 2023	OPPENHEIMER & CO INC	0%	0	-	-11.81K	-100.00%
Sep 30, 2023	WELLS FARGO & COMPANY/MN	0%	1	-	-2.39K	-99.96%
Sep 30, 2023	ALLWORTH FINANCIAL LP	0%	200	-	0	0
Sep 30, 2023	UBS GROUP AG	0%	210	-	210	+100.00%
Sep 30, 2023	SOUND INCOME STRATEGIES, LLC	0.01%	450	-	0	0
Sep 30, 2023	HIGHLANDER CAPITAL MANAGEMENT, LLC	0.02%	1.6K	-	1.6K	+100.00%
Sep 30, 2023	CALDWELL SUTTER CAPITAL, INC.	0.03%	2.04K	-	0	0
Sep 30, 2023	UMB BANK, N.A.	0.04%	2.7K	-	0	0
Sep 30, 2023	ROYAL BANK OF CANADA	0.07%	4.73K	-	0	0
Sep 30, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.29%	20.93K	-	2.47K	+13.39%
Sep 30, 2023	MAGNUS FINANCIAL GROUP LLC	0.16%	11.17K	-	281	+2.58%
Sep 30, 2023	MORGAN STANLEY	0.15%	10.54K	-	-3.9K	-27.01%

Insiders

Among the BANX insiders holding of 0.01% of the stake in company, SHILOWITZ GEORGE, President, holds the largest shares of 13.05K. REIDY KAREN, director, is the second largest BANX insider with ownership of 11.47K shares. BHONSLE SANJAI, CEO, stands third with possession of 10.2K shares of that stake.

Insiders	Designation	Shares Held
SHILOWITZ GEORGE	President	13.05K
REIDY KAREN	director	11.47K
BHONSLE SANJAI	CEO	10.2K
VAN PRAAG MICHAEL	director	10K
HENRY EMIL	director	10K
ARNOLD GUY M	director	10K
FARRELL PATRICK JOSEPH	Chief Financial Officer	7.21K
SIEGEL JOSHUA S.	CEO	6.51K
STOLPER MICHAEL	director	6.3K
STAGGS DANA	President	5.75K
EMRICH JOHN SCOTT	director	4.73K
MILLER CLARA	director	1.94K
GROVE RICHARD ALLEN	Chief Compliance Officer	1.5K
MARANO THOMPSON MELISSA	director	1.5K
LENTINELLO S DAVID	Controller	1K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 27, 2026	MARANO THOMPSON MELISSA	PURCHASE	18.77	1.5K	28.15K	1.5K
Apr 09, 2025	STAGGS DANA	PURCHASE	18.37	149	2.74K	5.75K
Mar 31, 2025	EMRICH JOHN SCOTT	SALE	21.01	1K	21.01K	4.73K
Mar 14, 2025	FARRELL PATRICK JOSEPH	PURCHASE	21.04	1.15K	24.2K	7.21K
Mar 07, 2025	FARRELL PATRICK JOSEPH	PURCHASE	21.20	1K	21.2K	6.06K
Feb 19, 2025	EMRICH JOHN SCOTT	SALE	21.20	500	10.6K	5.73K
Jan 24, 2025	EMRICH JOHN SCOTT	SALE	21.28	2.5K	53.2K	6.23K
Jul 11, 2024	FARRELL PATRICK JOSEPH	PURCHASE	18.81	650	12.23K	5.06K
Feb 26, 2024	STAGGS DANA	PURCHASE	18.50	100	1.85K	5.6K
Oct 06, 2023	EMRICH JOHN SCOTT	PURCHASE	17.34	7.5K	130.03K	8.73K
May 05, 2023	ARNOLD GUY M	PURCHASE	14.99	3K	44.97K	10K
May 05, 2023	FARRELL PATRICK JOSEPH	PURCHASE	15.79	700	11.05K	4.41K
May 05, 2023	STAGGS DANA	PURCHASE	15.03	2K	30.05K	5.5K
May 04, 2023	STOLPER MICHAEL	PURCHASE	14.46	1K	14.46K	6.3K
May 04, 2023	BHONSLE SANJAI	PURCHASE	14.28	2K	28.56K	10.2K
May 04, 2023	GROVE RICHARD ALLEN	PURCHASE	14.58	1K	14.58K	1.5K
Mar 16, 2023	FARRELL PATRICK JOSEPH	PURCHASE	17.45	200	3.49K	3.71K
Mar 13, 2023	STAGGS DANA	PURCHASE	17.43	1K	17.43K	3.5K
Mar 13, 2023	BHONSLE SANJAI	PURCHASE	17.75	1K	17.75K	8.2K
Nov 17, 2022	STAGGS DANA	PURCHASE	17.40	500	8.7K	2.5K
Nov 16, 2022	STAGGS DANA	PURCHASE	17.46	1K	17.46K	2K
Aug 12, 2022	EMRICH JOHN SCOTT	SALE	19.07	475	9.06K	1.23K
Aug 10, 2022	FARRELL PATRICK JOSEPH	PURCHASE	18.49	1K	18.49K	3.51K
Aug 08, 2022	GROVE RICHARD ALLEN	PURCHASE	18.26	500	9.13K	500
Aug 05, 2022	BHONSLE SANJAI	PURCHASE	18.24	2K	36.48K	7.2K
Jun 21, 2022	STOLPER MICHAEL	PURCHASE	18.38	500	9.19K	5.3K
Jun 13, 2022	BHONSLE SANJAI	PURCHASE	19.14	500	9.57K	5.2K
May 27, 2022	BHONSLE SANJAI	PURCHASE	19.50	500	9.75K	4.7K
Mar 30, 2022	FARRELL PATRICK JOSEPH	PURCHASE	21.75	500	10.88K	2.51K
Mar 29, 2022	STOLPER MICHAEL	PURCHASE	21.75	300	6.53K	4.8K
Nov 19, 2021	BHONSLE SANJAI	PURCHASE	21.62	1K	21.62K	4.2K
Nov 11, 2021	STOLPER MICHAEL	PURCHASE	22.17	800	17.74K	4.5K
Sep 28, 2021	ARNOLD GUY M	PURCHASE	21.73	2K	43.46K	7K
Sep 27, 2021	FARRELL PATRICK JOSEPH	PURCHASE	21.50	500	10.75K	2.01K
Aug 06, 2021	BHONSLE SANJAI	PURCHASE	21.64	1K	21.64K	3.2K
Aug 06, 2021	REIDY KAREN	PURCHASE	21.73	11.47K	249.18K	11.47K
Jun 22, 2021	STOLPER MICHAEL	PURCHASE	21.50	800	17.2K	3.7K
Mar 29, 2021	VAN PRAAG MICHAEL	PURCHASE	19.85	5K	99.25K	10K
Mar 26, 2021	VAN PRAAG MICHAEL	PURCHASE	19.85	5K	99.25K	5K
Mar 22, 2021	STOLPER MICHAEL	PURCHASE	19.81	900	17.83K	2.9K
Mar 18, 2021	BHONSLE SANJAI	PURCHASE	19.91	200	3.98K	2.2K
Mar 03, 2021	EMRICH JOHN SCOTT	SALE	20.96	1.1K	23.06K	1.7K
Mar 26, 2020	LENTINELLO S DAVID	PURCHASE	16.24	1K	16.24K	1K
Mar 19, 2020	BHONSLE SANJAI	PURCHASE	12.35	500	6.18K	2K
Mar 18, 2020	ARNOLD GUY M	PURCHASE	11.43	1.5K	17.15K	5K
Mar 17, 2020	FARRELL PATRICK JOSEPH	PURCHASE	13.10	500	6.55K	1.5K
Mar 13, 2020	ARNOLD GUY M	PURCHASE	16.54	1K	16.54K	3.5K
Mar 13, 2020	BHONSLE SANJAI	PURCHASE	16.71	500	8.36K	1.5K
Mar 11, 2020	FARRELL PATRICK JOSEPH	PURCHASE	19.00	500	9.5K	1K
Mar 05, 2020	EMRICH JOHN SCOTT	PURCHASE	21.02	2.8K	58.86K	2.8K
Feb 28, 2020	STOLPER MICHAEL	PURCHASE	20.02	2K	40.04K	2K
Feb 28, 2020	ARNOLD GUY M	PURCHASE	20.29	2.5K	50.71K	2.5K
Feb 28, 2020	BHONSLE SANJAI	PURCHASE	20.00	1K	20K	1K
Sep 22, 2017	SIEGEL JOSHUA S.	PURCHASE	20.33	200	4.07K	6.51K
Mar 08, 2017	MILLER CLARA	PURCHASE	20.07	1.94K	38.89K	1.94K
Dec 01, 2016	SHILOWITZ GEORGE	PURCHASE	18.68	300	5.6K	13.05K
May 26, 2016	SHILOWITZ GEORGE	PURCHASE	16.93	750	12.7K	12.5K
May 24, 2016	SHILOWITZ GEORGE	PURCHASE	16.85	250	4.21K	11.75K
Nov 18, 2015	SIEGEL JOSHUA S.	PURCHASE	16.65	800	13.32K	6.31K
Aug 14, 2015	SHILOWITZ GEORGE	PURCHASE	15.84	1.5K	23.76K	11.5K
Jun 26, 2015	SIEGEL JOSHUA S.	PURCHASE	17.11	2K	34.22K	5.51K
May 22, 2015	FARRELL PATRICK JOSEPH	PURCHASE	16.96	500	8.48K	500
May 08, 2015	SIEGEL JOSHUA S.	PURCHASE	16.30	1K	16.3K	3.51K
May 05, 2015	SHILOWITZ GEORGE	PURCHASE	17.15	3.8K	65.17K	3.8K
May 04, 2015	SIEGEL JOSHUA S.	PURCHASE	17.15	100	1.72K	1.61K
Dec 11, 2014	HENRY EMIL	PURCHASE	19.51	9.9K	193.12K	10K
Dec 10, 2014	HENRY EMIL	PURCHASE	19.35	100	1.94K	100
Dec 10, 2014	SIEGEL JOSHUA S.	PURCHASE	19.24	1.5K	28.86K	1.5K
Nov 13, 2013	SIEGEL JOSHUA S.	PURCHASE	1037750.00	41.51K	43.08B	45.51K
Nov 13, 2013	SHILOWITZ GEORGE	PURCHASE	1037750.00	41.51K	43.08B	45.51K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE1.5K1

SALES00

NET SHARES1.5K1

SHARES HELD1.5K1

% NET SHARES0%0%

Frequently Asked Questions