BANX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -17.2% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | 139.07K | +0.1% | $2.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 131.07K | +15.1% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 131.07K | +15.1% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 33.70K | -0.1% | $658,758 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 33.70K | -0.1% | $658,758 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Marshall Wace ✦ | 32.63K | New | $637,838 | 0.0% | New | 1 | SEC ↗ |
| 7 | Marshall Wace ✦ | 32.63K | New | $637,838 | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 31.47K | -83.8% | $615,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 31.47K | -83.8% | $615,295 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Mariner, LLC | 14.97K | New | $292,748 | 0.0% | New | 1 | SEC ↗ |
| 11 | Rockefeller Capital Management L.P. | 14.76K | 0.0% | $288,597 | 0.0% | Held | 3 | SEC ↗ |
| 12 | UBS Group AG | 13.94K | +293.1% | $272,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.07K | New | $20,966 | 0.0% | New | 1 | SEC ↗ |
| 14 | Simplex Trading, Llc | 924 | New | $18,064 | 0.0% | New | 1 | SEC ↗ |
| 15 | Russell Investments Group, Ltd. | 3 | -25.0% | $59 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1 | 0.0% | $28 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $637,838 | 0.0% |
| Marshall Wace | $637,838 | 0.0% |
| Mariner, LLC | $292,748 | 0.0% |
| JPMorgan Chase | $20,966 | 0.0% |
| Simplex Trading, Llc | $18,064 | 0.0% |
Exited
| Jones Financial Companies Lllp | $1,868 | 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.