Position in BANX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$316,299
+$7,928 QoQ
Shares Held
16,179
0.0% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#15
of 35 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BANX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Falcon Wealth Planning holds $577,120 across 2 Asset Management names. BANX ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BANX |
ArrowMark Financial Corp.
This page
|
16,179 | $316,299 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
6,124 | $260,821 |
All Filings in BANX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,299 | 16,179 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $308,371 | 16,179 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $383,246 | 17,564 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $413,455 | 18,862 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $394,781 | 18,862 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $397,045 | 18,862 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $395,724 | 18,862 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $338,529 | 16,362 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $263,696 | 14,308 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||