Everstar Asset Management, LLC

Position in BANX — ArrowMark Financial Corp.

CIK 2023744 MOORESVILLE, NC

Position in BANX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,165,805

+$263,410 QoQ

Shares Held

59,632

+26.0% QoQ

Ownership

0.616%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

of 36 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Everstar Asset Management, LLC holds $24,506,868 across 41 Asset Management names. BANX ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIV	Rivernorth Opportunities Fund, Inc.	213,685	$2,491,567
2	MSD	Morgan Stanley Emerging Markets Debt Fund Inc	297,003	$2,168,121
3	CHI	Calamos Convertible Opportunities & Income Fund	111,723	$1,501,557
4	SRV	NXG Cushing Midstream Energy Fund	25,819	$1,293,273
5	DNP	Dnp Select Income Fund Inc	119,690	$1,291,455
6	NAD	Nuveen Quality Municipal Income Fund	100,425	$1,217,151
7	BANX	ArrowMark Financial Corp. This page	59,632	$1,165,805
8	CCD	Calamos Dynamic Convertible & Income Fund	41,742	$1,075,691

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,165,805	59,632	+26.0%	Shares	Sole	2026-08-03
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	+74.2%	Shares	Sole	2025-08-13
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.