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USA Financial Formulas’s Banner Corp BANR Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-805
Closed -$51.3K – 255
2025
Q1 		$51.3K Buy
805
+329
+69% +$22.2K 0.01% 198
2024
Q4 		$31.8K Buy
+476
New +$32.5K 0.01% 247

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

USA Financial Formulas's BANR Position: Q2 2025 in Review

USA Financial Formulas sold out of Banner Corp (BANR) in Q2 2025, closing a stake of 805 shares — an estimated $51.3K sold.

USA Financial Formulas first reported a position in BANR in Q4 2024 and held it in 2 quarters. The position peaked at $51.3K in Q1 2025. 231 funds tracked by Wall St. Rank hold BANR as of Q2 2025.

  • USA Financial Formulas reported no remaining Banner Corp position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 805 Banner Corp shares in Q2 2025, an estimated $51.3K.
  • USA Financial Formulas first reported a position in Banner Corp in Q4 2024 and held it in 2 quarters.
  • USA Financial Formulas's Banner Corp position peaked at $51.3K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Banner Corp as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.