Empowered Funds’s Banner Corp BANR Stock Holding History

Empowered Funds’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	$8.91M	Buy	146,837 +2,611	+2%	+$162K	0.06%	419
2025 Q4	$9.04M	Buy	144,226 +27,899	+24%	+$1.76M	0.15%	151
2025 Q3	$7.62M	Buy	116,327 +12,050	+12%	+$793K	0.08%	334
2025 Q2	$6.69M	Buy	104,277 +3,908	+4%	+$242K	0.08%	345
2025 Q1	$6.4M	Buy	100,369 +2,958	+3%	+$199K	0.09%	307
2024 Q4	$6.5M	Buy	97,411 +4,716	+5%	+$322K	0.1%	294
2024 Q3	$5.52M	Buy	92,695 +4,690	+5%	+$265K	0.09%	332
2024 Q2	$4.37M	Sell	88,005 -14,281	-14%	-$657K	0.08%	366
2024 Q1	$4.91M	Buy	102,286 +7,700	+8%	+$361K	0.09%	313
2023 Q4	$5.07M	Buy	94,586 +24,008	+34%	+$1.11M	0.13%	231
2023 Q3	$2.99M	Buy	70,578 +44,706	+173%	+$2M	0.09%	313
2023 Q2	$1.13M	Buy	+25,872	New	+$1.22M	0.04%	582

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