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Steward Financial Group’s Banner Corp BANR Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+21
New +$941 ﹤0.01% 1331
2023
Q2 		– Sell
-21
Closed -$1K – 493
2023
Q1 		$1K Buy
21
+8
+62% +$488 ﹤0.01% 578
2022
Q4 		$0 Buy
+13
New +$873 ﹤0.01% 558
2022
Q3 		– Sell
-13
Closed – – 183
2022
Q2 		$0 Buy
+13
New +$726 ﹤0.01% 981

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's BANR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Banner Corp (BANR) in Q3 2023: 21 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BANR as recently as Q1 2023.

Steward Financial Group first reported a position in BANR in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 206 funds tracked by Wall St. Rank hold BANR as of Q3 2023.

  • Steward Financial Group held 21 shares of Banner Corp worth $0 as of Q3 2023.
  • Banner Corp was a new Steward Financial Group position in Q3 2023.
  • Banner Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1331 holding.
  • Steward Financial Group first reported a position in Banner Corp in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Banner Corp position peaked at $1K in Q1 2023.
  • 206 funds tracked by Wall St. Rank held Banner Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.