Everstar Asset Management, LLC

Position in BANX — ArrowMark Financial Corp.

CIK 2023744 MOORESVILLE, NC

Position in BANX

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$902,395

-$105,514 QoQ

Shares Held

47,345

+2.5% QoQ

Ownership

0.489%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 65.78308163480833.ToString("F0")% Shared 0.ToString("F0")% None 34.21691836519168.ToString("F0")%

Financial Services · as of Mar 31, 2026

Everstar Asset Management, LLC holds $21,552,414 across 40 Asset Management names. BANX ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIV	Rivernorth Opportunities Fund, Inc.	168,526	$1,870,638
2	MSD	Morgan Stanley Emerging Markets Debt Fund Inc	256,538	$1,800,896
3	CHI	Calamos Convertible Opportunities & Income Fund	111,723	$1,199,905
4	DNP	Dnp Select Income Fund Inc	114,661	$1,181,008
5	NAD	Nuveen Quality Municipal Income Fund	100,170	$1,151,955
6	STT	State Street Corp	8,181	$1,035,387
7	BANX	ArrowMark Financial Corp. This page	47,345	$902,395
8	CCD	Calamos Dynamic Convertible & Income Fund	42,114	$899,133

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$902,395	47,345	+2.5%	Shares	Sole	2026-04-16
2025-12-31	$1,007,909	46,192	+4.5%	Shares	Sole	2026-02-05
2025-09-30	$968,600	44,188	+9.3%	Shares	Sole	2025-11-10
2025-06-30	$846,032	40,422	+68.7%	Shares	Sole	2025-08-13
2025-03-31	$504,463	23,965	+3.3%	Shares	Sole	2025-08-08
2024-12-31	$486,694	23,198	+6.0%	Shares	Sole	2025-02-12
2024-09-30	$452,635	21,877	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.