Caldwell Sutter Capital’s Banner Corp BANR Stock Holding History

Caldwell Sutter Capital’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Hold	28,261	–	–	0.7%	35
2025 Q4	$1.77M	Sell	28,261 -1,231	-4%	-$77.7K	0.75%	31
2025 Q3	$1.93M	Hold	29,492	–	–	0.83%	29
2025 Q2	$1.89M	Hold	29,492	–	–	0.87%	28
2025 Q1	$1.88M	Sell	29,492 -2,000	-6%	-$135K	0.89%	26
2024 Q4	$2.1M	Sell	31,492 -1,395	-4%	-$95.4K	0.98%	20
2024 Q3	$1.96M	Sell	32,887 -800	-2%	-$45.2K	0.91%	25
2024 Q2	$1.67M	Sell	33,687 -1,000	-3%	-$46K	0.83%	27
2024 Q1	$1.66M	Hold	34,687	–	–	0.8%	31
2023 Q4	$1.86M	Hold	34,687	–	–	0.94%	19
2023 Q3	$1.47M	Sell	34,687 -2,000	-5%	-$89.7K	0.81%	29
2023 Q2	$1.6M	Buy	36,687 +35,457	+2,883%	+$1.67M	0.84%	25
2023 Q1	$66.9K	Buy	+1,230	New	+$75.1K	0.05%	221

Other funds holding BANR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return