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Roehl & Yi Investment Advisors’s Banner Corp BANR Stock Holding History

Roehl & Yi Investment Advisors’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 		$1.15M Hold
17,378
– – 0.38% 55
2026
Q1 		$1.05M Hold
17,378
– – 0.4% 51
2025
Q4 		$1.09M Hold
17,378
– – 0.43% 47
2025
Q3 		$1.14M Sell
17,378
-1,784
-9% -$117K 0.5% 41
2025
Q2 		$1.23M Hold
19,162
– – 0.63% 33
2025
Q1 		$1.22M Hold
19,162
– – 0.66% 26
2024
Q4 		$1.28M Buy
+19,162
New +$1.31M 0.7% 27

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Roehl & Yi Investment Advisors's BANR Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Banner Corp (BANR) position steady in Q2 2026 at 17,378 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #55.

Roehl & Yi Investment Advisors first reported a position in BANR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2024. 286 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Roehl & Yi Investment Advisors held 17,378 shares of Banner Corp worth $1.15M as of Q2 2026.
  • Roehl & Yi Investment Advisors left its Banner Corp share count unchanged in Q2 2026.
  • Banner Corp made up 0.38% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Roehl & Yi Investment Advisors first reported a position in Banner Corp in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Banner Corp position peaked at $1.28M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.