Belpointe Asset Management LLC

Position in BANX — ArrowMark Financial Corp.

CIK 1721242 RENO, NV

Position in BANX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$201,365

-$2,491 QoQ

Shares Held

10,300

+10.8% QoQ

Ownership

0.106%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#21

of 35 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $37,857,051 across 42 Asset Management names. BANX ranks #34 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KWY	KINGSWAY Corp	358,511	$3,735,684
2	PSLV	Sprott Physical Silver Trust	196,824	$3,714,068
3	BX	Blackstone Inc.	29,937	$3,522,686
4	PHYS	Sprott Physical Gold Trust	111,255	$3,356,563
5	INV	Innventure, Inc.	497,066	$2,520,124
6	PDO	PIMCO Dynamic Income Opportunities Fund	163,917	$2,166,982
7	CEF	Sprott Physical Gold & Silver Trust	46,290	$1,862,246
8	BLK	BlackRock, Inc.	1,872	$1,800,040

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,365	10,300	+10.8%	Shares	Sole	2026-07-31
2025-09-30	$203,856	9,300	-0.9%	Shares	Sole	2025-11-03
2023-03-31	$168,876	9,382	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$164,027	9,626	0.0%	Shares	Sole	2023-02-08
2022-09-30	$166,144	9,626	0.0%	Shares	Sole	2022-11-14
2022-06-30	$184,819	9,626	0.0%	Shares	Sole	2022-08-02
2022-03-31	$207,055	9,626	-17.2%	Shares	Sole	2022-04-28
2021-12-31	$255,423	11,626	+30.6%	Shares	Sole	2022-02-15
2021-09-30	$196,311	8,903	+25.0%	Shares	Sole	2021-11-15
2021-06-30	$156,711	7,120	+14.8%	Shares	Sole	2021-08-09
2020-03-31	$100,626	6,200	—	Shares	Sole	2020-07-20
No filing history on record for this holder in this stock.