Lindbrook Capital’s Banner Corp BANR Stock Holding History

Lindbrook 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
2025 Q1	$1.4K	Hold	22	–	–	﹤0.01%	2382
2024 Q4	$1.47K	Hold	22	–	–	﹤0.01%	2390
2024 Q3	$1.31K	Hold	22	–	–	﹤0.01%	2448
2024 Q2	$1.09K	Hold	22	–	–	﹤0.01%	2474
2024 Q1	$1.06K	Hold	22	–	–	﹤0.01%	2408
2023 Q4	$1.18K	Hold	22	–	–	﹤0.01%	2433
2023 Q3	$932	Hold	22	–	–	﹤0.01%	2375
2023 Q2	$961	Hold	22	–	–	﹤0.01%	2375
2023 Q1	$1.2K	Hold	22	–	–	﹤0.01%	2415
2022 Q4	$1.39K	Hold	22	–	–	﹤0.01%	2381
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	2239
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	2149
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	2169
2021 Q4	$1K	Hold	22	–	–	﹤0.01%	1879
2021 Q3	$1K	Hold	22	–	–	﹤0.01%	1676
2021 Q2	$1K	Hold	22	–	–	﹤0.01%	1707
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1669
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1575
2020 Q3	$1K	Buy	+22	New	+$774	﹤0.01%	1511
2020 Q1	–	Sell	-5	Closed	–	–	1683
2019 Q4	$0	Sell	5 -21	-81%	-$1.16K	﹤0.01%	1497
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	1334
2019 Q2	$1K	Hold	26	–	–	﹤0.01%	1302
2019 Q1	$1K	Hold	26	–	–	﹤0.01%	1278
2018 Q4	$1K	Buy	+26	New	+$1.51K	﹤0.01%	1232

Other funds holding BANR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

Lindbrook Capital's BANR Position: Q1 2025 in Review

Lindbrook Capital held its Banner Corp (BANR) position steady in Q1 2025 at 22 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Lindbrook Capital first reported a position in BANR in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.47K in Q4 2024. 217 funds tracked by Wall St. Rank hold BANR as of Q1 2025.

Lindbrook Capital held 22 shares of Banner Corp worth $1.4K as of Q1 2025.
Lindbrook Capital left its Banner Corp share count unchanged in Q1 2025.
Banner Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2382 holding.
Lindbrook Capital first reported a position in Banner Corp in Q4 2018 and has held it in 24 quarters since.
Lindbrook Capital's Banner Corp position peaked at $1.47K in Q4 2024.
217 funds tracked by Wall St. Rank held Banner Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.