BANX StoneCastle Financial Corporation
StoneCastle Financial Corporation (BANX) Institutional Ownership
What the institutions did with BANX last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ArrowMark Colorado Holdings LLC | 884.8K | 50.4% |
| STIFEL FINANCIAL CORP | 139.1K | 7.9% |
| OSAIC HOLDINGS, INC. | 131.1K | 7.5% |
| Noble Wealth Management PBC | 107.2K | 6.1% |
| Everstar Asset Management, LLC | 59.6K | 3.4% |
| Closed-End Fund Advisors, Inc. | 54.7K | 3.1% |
| Almitas Capital LLC | 50.8K | 2.9% |
| AlphaCore Capital LLC | 40.3K | 2.3% |
| MORGAN STANLEY | 33.7K | 1.9% |
| MARSHALL WACE, LLP | 32.6K | 1.9% |
| RAYMOND JAMES FINANCIAL INC | 31.5K | 1.8% |
| CSS LLC/IL | 26.8K | 1.5% |
| OPPENHEIMER & CO INC | 24.0K | 1.4% |
| Capital Investment Advisors, LLC | 22.8K | 1.3% |
| Hudson Bay Capital Management LP | 18.2K | 1.0% |
| Falcon Wealth Planning | 16.2K | 0.9% |
| Mariner, LLC | 15.0K | 0.9% |
| Rockefeller Capital Management L.P. | 14.8K | 0.8% |
| UBS Group AG | 13.9K | 0.8% |
| Accurate Wealth Management, LLC | 11.4K | 0.6% |
| Private Advisor Group, LLC | 11.1K | 0.6% |
| Belpointe Asset Management LLC | 10.3K | 0.6% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1.9K | 0.1% |
| TRUST CO OF VERMONT | 1.8K | 0.1% |
| JPMORGAN CHASE & CO | 1.1K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | Reduced | 194.9K | 31.5K | -163.4K |
| AlphaCore Capital LLC | New | 0 | 40.3K | +40.3K |
| Hudson Bay Capital Management LP | Reduced | 56.7K | 18.2K | -38.4K |
| MARSHALL WACE, LLP | New | 0 | 32.6K | +32.6K |
| CALDWELL SUTTER CAPITAL, INC. | Reduced | 25.7K | 693 | -25.0K |
| Almitas Capital LLC | Reduced | 73.3K | 50.8K | -22.4K |
| OSAIC HOLDINGS, INC. | Increased | 113.8K | 131.1K | +17.2K |
| Closed-End Fund Advisors, Inc. | Reduced | 69.8K | 54.7K | -15.1K |
| Mariner, LLC | New | 0 | 15.0K | +15.0K |
| Everstar Asset Management, LLC | Increased | 47.3K | 59.6K | +12.3K |
| UBS Group AG | Increased | 3.5K | 13.9K | +10.4K |
| Belpointe Asset Management LLC | New | 0 | 10.3K | +10.3K |
| MAI Capital Management | Sold Out | 5.3K | 0 | -5.3K |
| CSS LLC/IL | Reduced | 31.6K | 26.8K | -4.8K |
| FNY Investment Advisers, LLC | Sold Out | 4.7K | 0 | -4.7K |
| Accurate Wealth Management, LLC | Reduced | 13.3K | 11.4K | -1.9K |
| Capital Investment Advisors, LLC | Reduced | 24.2K | 22.8K | -1.4K |
| Private Advisor Group, LLC | Reduced | 12.3K | 11.1K | -1.2K |
| JPMORGAN CHASE & CO | New | 0 | 1.1K | +1.1K |
| SIMPLEX TRADING, LLC | New | 0 | 924 | +924 |
| Noble Wealth Management PBC | Increased | 106.3K | 107.2K | +884 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Sold Out | 827 | 0 | -827 |
| Sound Income Strategies, LLC | Sold Out | 453 | 0 | -453 |
| OPPENHEIMER & CO INC | Increased | 23.7K | 24.0K | +337 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Reduced | 2.1K | 1.9K | -201 |
| Wilmington Savings Fund Society, FSB | Reduced | 700 | 500 | -200 |
| STIFEL FINANCIAL CORP | Increased | 139.0K | 139.1K | +108 |
| JONES FINANCIAL COMPANIES LLLP | Sold Out | 100 | 0 | -100 |
| BARD ASSOCIATES INC | Sold Out | 82 | 0 | -82 |
| MORGAN STANLEY | Reduced | 33.7K | 33.7K | -22 |
| SBI Securities Co., Ltd. | Reduced | 7 | 3 | -4 |
| Caitong International Asset Management Co., Ltd | New | 0 | 2 | +2 |
| Russell Investments Group, Ltd. | Reduced | 4 | 3 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.