SJS Investment Consulting’s Banner Corp BANR Stock Holding History

SJS Investment Consulting’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	$1.03K	Buy	17 +14	+467%	+$868	﹤0.01%	1458
2025 Q4	$188	Hold	3	–	–	﹤0.01%	1824
2025 Q3	$197	Hold	3	–	–	﹤0.01%	1468
2025 Q2	$193	Sell	3 -4	-57%	-$247	﹤0.01%	1376
2025 Q1	$447	Buy	7 +2	+40%	+$135	﹤0.01%	1285
2024 Q4	$334	Sell	5 -1	-17%	-$68	﹤0.01%	1368
2024 Q3	$358	Hold	6	–	–	﹤0.01%	1412
2024 Q2	$298	Hold	6	–	–	﹤0.01%	1435
2024 Q1	$288	Sell	6 -2	-25%	-$94	﹤0.01%	1424
2023 Q4	$429	Hold	8	–	–	﹤0.01%	1295
2023 Q3	$340	Buy	8 +1	+14%	+$45	﹤0.01%	1341
2023 Q2	$306	Buy	7 +4	+133%	+$189	﹤0.01%	1309
2023 Q1	$164	Sell	3 -8	-73%	-$488	﹤0.01%	1398
2022 Q4	$695	Buy	11 +6	+120%	+$403	﹤0.01%	1105
2022 Q3	$0	Buy	+5	New	+$302	﹤0.01%	1055
2022 Q1	$0	Buy	+1	New	+$62	﹤0.01%	732

Other funds holding BANR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return