Root Financial Partners
BANR icon

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
Q3 		$24.4K Buy
+364
New +$25.5K ﹤0.01% 1454
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

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Geode Capital Management
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Nuveen
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DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's BANR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Banner Corp (BANR) in Q3 2026: 364 shares worth $24.4K. The stake represents ﹤0.01% of the portfolio and ranks #1454 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BANR as recently as Q1 2026.

Root Financial Partners first reported a position in BANR in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold BANR as of Q3 2026.

  • Root Financial Partners held 364 shares of Banner Corp worth $24.4K as of Q3 2026.
  • Banner Corp was a new Root Financial Partners position in Q3 2026.
  • Banner Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1454 holding.
  • Root Financial Partners first reported a position in Banner Corp in Q3 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held Banner Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.