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Key Financial Inc’s Banner Corp BANR Stock Holding History

Key Financial Inc’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
2023
Q3 		– Sell
-87
Closed -$3.8K – 1349
2023
Q2 		$3.8K Buy
+87
New +$4.11K ﹤0.01% 1039
2023
Q1 		– Sell
-181
Closed -$10.7K – 1168
2022
Q4 		$10.7K Hold
181
– – 0.01% 613
2022
Q3 		$11K Hold
181
– – 0.01% 604
2022
Q2 		$10K Hold
181
– – 0.01% 619
2022
Q1 		$11K Buy
+181
New +$11.2K 0.01% 604

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Key Financial Inc's BANR Position: Q3 2023 in Review

Key Financial Inc sold out of Banner Corp (BANR) in Q3 2023, closing a stake of 87 shares — an estimated $3.8K sold.

Key Financial Inc first reported a position in BANR in Q1 2022 and held it in 5 quarters. The position peaked at $11K in Q3 2022. 206 funds tracked by Wall St. Rank hold BANR as of Q3 2023.

  • Key Financial Inc reported no remaining Banner Corp position as of Q3 2023 after selling out during the quarter.
  • Key Financial Inc sold 87 Banner Corp shares in Q3 2023, an estimated $3.8K.
  • Key Financial Inc first reported a position in Banner Corp in Q1 2022 and held it in 5 quarters.
  • Key Financial Inc's Banner Corp position peaked at $11K in Q3 2022.
  • 206 funds tracked by Wall St. Rank held Banner Corp as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.