- What are the top holdings of BANX?
- A machine-readable holdings disclosure for ArrowMark Financial Corp. (BANX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does BANX invest in?
- ArrowMark Financial Corp. (BANX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is BANX most exposed to?
- BANX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is BANX a US-only fund?
- The country allocation card on this page shows BANX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does BANX invest in?
- StoneCastle Financial Corp., a closed-end mutual fund managed by StoneCastle Asset Management LLC, implements a diversified investment approach. Its equity holdings are primarily concentrated in publicly traded companies within the U.S. banking industry, specifically including dividend-paying growth and value stocks. As for its fixed-income allocation, the fund invests in subordinated debt securities that maintain a Kroll Ratings assessment of BBB- or higher. The fund builds its portfolio through a meticulous bottom-up, fundamental analysis strategy. This process involves a comprehensive review of past and future financial data, direct interviews with the management and essential personnel of potential banking investments, and the development of detailed financial models and projections. Furthermore, the fund carefully monitors broader economic indicators, such as changes in interest rates, unemployment rates, home prices, and overall economic activity. Proprietary research also plays a crucial role in shaping its investment choices. StoneCastle Financial Corp. was established on February 7, 2013, and is domiciled in the United States.
