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Root Financial Partners’s Banner Corp BANR Stock Holding History

Root Financial Partners’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 		– Sell
-261
Closed -$15.8K – 681
2026
Q1 		$15.8K Buy
261
+136
+109% +$8.44K ﹤0.01% 1453
2025
Q4 		$7.83K Buy
125
+13
+12% +$821 ﹤0.01% 1606
2025
Q3 		$7.34K Buy
+112
New +$7.37K ﹤0.01% 1572

Other funds holding BANR

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's BANR Position: Q2 2026 in Review

Root Financial Partners sold out of Banner Corp (BANR) in Q2 2026, closing a stake of 261 shares — an estimated $15.8K sold.

Root Financial Partners first reported a position in BANR in Q3 2025 and held it in 3 quarters. The position peaked at $15.8K in Q1 2026. 54 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Root Financial Partners reported no remaining Banner Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 261 Banner Corp shares in Q2 2026, an estimated $15.8K.
  • Root Financial Partners first reported a position in Banner Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Banner Corp position peaked at $15.8K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.