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 Q2	$1.73M	Sell	26,074 -2,187	-8%	-$142K	0.65%	34
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Caldwell Sutter Capital's BANR Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Banner Corp (BANR) stake by 7.7% in Q2 2026, selling an estimated $142K and leaving 26,074 shares worth $1.73M. The position accounts for 0.65% of the portfolio, ranked #34.

Caldwell Sutter Capital first reported a position in BANR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.1M in Q4 2024. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

Caldwell Sutter Capital held 26,074 shares of Banner Corp worth $1.73M as of Q2 2026.
Caldwell Sutter Capital sold 2,187 Banner Corp shares in Q2 2026, an estimated $142K.
Banner Corp made up 0.65% of Caldwell Sutter Capital's portfolio in Q2 2026, its #34 holding.
Caldwell Sutter Capital first reported a position in Banner Corp in Q1 2023 and has held it in 14 quarters since.
Caldwell Sutter Capital's Banner Corp position peaked at $2.1M in Q4 2024.
287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.