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Rothschild Investment LLC’s Banner Corp BANR Stock Holding History

Rothschild Investment LLC’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
Q1 		$34K Buy
561
+52
+10% +$3.23K ﹤0.01% 1232
2025
Q4 		$31.9K Buy
509
+19
+4% +$1.2K ﹤0.01% 1164
2025
Q3 		$32.1K Sell
490
-25
-5% -$1.65K ﹤0.01% 1117
2025
Q2 		$33K Buy
515
+15
+3% +$928 ﹤0.01% 888
2025
Q1 		$31.9K Buy
500
+10
+2% +$674 ﹤0.01% 890
2024
Q4 		$32.7K Hold
490
– – ﹤0.01% 885
2024
Q3 		$29.2K Buy
490
+15
+3% +$848 ﹤0.01% 912
2024
Q2 		$23.6K Buy
475
+30
+7% +$1.38K ﹤0.01% 932
2024
Q1 		$21.4K Buy
445
+5
+1% +$234 ﹤0.01% 906
2023
Q4 		$23.6K Buy
+440
New +$20.3K ﹤0.01% 816

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VPM
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State Street
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VCM
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return