BANX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.7% ·
share flow -5.7% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +3 | 413.61K | $8.09M | +4 | −1 |
| Q1 2026 | 9 | -1 | 499.78K | $9.53M | +1 | −2 |
| Q4 2025 | 10 | -2 | 411.85K | $8.99M | — | −2 |
| Q3 2025 | 3 | -1 | 56.77K | $1.24M | — | −1 |
| Q2 2025 | 3 | 0 | 34.36K | $719,238 | +1 | −1 |
| Q1 2025 | 2 | 0 | 26.21K | $553,052 | — | — |
| Q4 2024 | 2 | +1 | 32.17K | $671,772 | +1 | — |
| Q3 2024 | 1 | 0 | 16.51K | $344,275 | — | — |
| Q2 2024 | 1 | — | 11.53K | $212,710 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Stifel Financial Corp | 155.80K | — | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 155.38K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 155.38K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 46.82K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 46.82K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 32.00K | +3.4% | $698,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 32.00K | +3.4% | $698,266 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 14.76K | — | $322,107 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 5.05K | — | $110,191 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 5.05K | — | $110,191 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 1.03K | — | $22,000 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 967 | — | $21,100 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 967 | — | $21,100 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 38 | — | $829 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | — | $20 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $565,997 | was 0.0% |
| Fidelity (FMR) | $132 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 34 holders, 1.92M shares, $36.42M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.