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Systematic Financial Management’s Banner Corp BANR Stock Holding History

Systematic Financial Management’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
2024
Q4 		– Sell
-9,307
Closed -$554K – 263
2024
Q3 		$554K Buy
+9,307
New +$526K 0.01% 268
2017
Q4 		– Sell
-28,030
Closed -$1.72M – 641
2017
Q3 		$1.72M Sell
28,030
-3,100
-10% -$175K 0.03% 299
2017
Q2 		$1.76M Buy
+31,130
New +$1.71M 0.03% 403
2017
Q1 		– Sell
-32,930
Closed -$1.84M – 641
2016
Q4 		$1.84M Buy
+32,930
New +$1.61M 0.03% 398
2015
Q4 		– Sell
-48,053
Closed -$2.29M – 615
2015
Q3 		$2.29M Sell
48,053
-3,790
-7% -$176K 0.02% 351
2015
Q2 		$2.48M Sell
51,843
-4,322
-8% -$200K 0.02% 462
2015
Q1 		$2.58M Buy
56,165
+3,180
+6% +$138K 0.02% 431
2014
Q4 		$2.28M Sell
52,985
-6,825
-11% -$283K 0.02% 487
2014
Q3 		$2.3M Buy
+59,810
New +$2.35M 0.02% 442
2013
Q4 		– Sell
-40,609
Closed -$1.55M – 649
2013
Q3 		$1.55M Sell
40,609
-1,615
-4% -$58.4K 0.01% 426
2013
Q2 		$1.43M Buy
+42,224
New +$1.36M 0.01% 504

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Systematic Financial Management's BANR Position: Q4 2024 in Review

Systematic Financial Management sold out of Banner Corp (BANR) in Q4 2024, closing a stake of 9,307 shares — an estimated $554K sold.

Systematic Financial Management first reported a position in BANR in Q2 2013 and held it in 11 quarters. The position peaked at $2.58M in Q1 2015. 211 funds tracked by Wall St. Rank hold BANR as of Q4 2024.

  • Systematic Financial Management reported no remaining Banner Corp position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 9,307 Banner Corp shares in Q4 2024, an estimated $554K.
  • Systematic Financial Management first reported a position in Banner Corp in Q2 2013 and held it in 11 quarters.
  • Systematic Financial Management's Banner Corp position peaked at $2.58M in Q1 2015.
  • 211 funds tracked by Wall St. Rank held Banner Corp as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.