Wellington Management Group
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Wellington Management Group’s Banner Corp BANR Stock Holding History

Wellington Management 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
2026
Q1 		$62M Buy
1,022,471
+791,105
+342% +$49.1M 0.01% 664
2025
Q4 		$14.5M Sell
231,366
-1,237,967
-84% -$78.2M ﹤0.01% 1145
2025
Q3 		$96.2M Sell
1,469,333
-224,442
-13% -$14.8M 0.02% 562
2025
Q2 		$109M Sell
1,693,775
-67,992
-4% -$4.2M 0.02% 502
2025
Q1 		$112M Sell
1,761,767
-10,347
-0.6% -$697K 0.02% 481
2024
Q4 		$118M Sell
1,772,114
-13,205
-0.7% -$903K 0.02% 495
2024
Q3 		$106M Buy
1,785,319
+193,434
+12% +$10.9M 0.02% 518
2024
Q2 		$79M Buy
1,591,885
+751,860
+90% +$34.6M 0.01% 594
2024
Q1 		$40.3M Buy
840,025
+687,541
+451% +$32.2M 0.01% 767
2023
Q4 		$8.17M Sell
152,484
-5,665
-4% -$261K ﹤0.01% 1173
2023
Q3 		$6.7M Sell
158,149
-147,664
-48% -$6.62M ﹤0.01% 1205
2023
Q2 		$13.4M Sell
305,813
-92,836
-23% -$4.39M ﹤0.01% 1036
2023
Q1 		$21.7M Sell
398,649
-129,854
-25% -$7.93M ﹤0.01% 917
2022
Q4 		$33.4M Sell
528,503
-500
-0.1% -$33.6K 0.01% 795
2022
Q3 		$31.3M Buy
529,003
+229,387
+77% +$13.8M 0.01% 783
2022
Q2 		$16.8M Sell
299,616
-44,910
-13% -$2.51M ﹤0.01% 982
2022
Q1 		$20.2M Buy
+344,526
New +$21.2M ﹤0.01% 1013
2021
Q1 		– Sell
-279,084
Closed -$13M – 2094
2020
Q4 		$13M Buy
+279,084
New +$11.5M ﹤0.01% 1126
2016
Q1 		– Sell
-29,481
Closed -$1.35M – 2113
2015
Q4 		$1.35M Buy
29,481
+2,855
+11% +$141K ﹤0.01% 1745
2015
Q3 		$1.27M Buy
26,626
+8,916
+50% +$415K ﹤0.01% 1777
2015
Q2 		$849K Buy
+17,710
New +$820K ﹤0.01% 1866
2014
Q4 		– Sell
-7,034
Closed -$271K – 2170
2014
Q3 		$271K Buy
+7,034
New +$276K ﹤0.01% 2082
2013
Q3 		– Sell
-50,231
Closed -$1.7M – 2171
2013
Q2 		$1.7M Buy
+50,231
New +$1.62M ﹤0.01% 1659

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $666B AUM 30.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group's BANR Position: Q1 2026 in Review

Wellington Management Group increased its Banner Corp (BANR) stake by 342% in Q1 2026, buying an estimated $49.1M and bringing the position to 1,022,471 shares worth $62M. The position accounts for 0.01% of the portfolio, ranked #664.

Wellington Management Group first reported a position in BANR in Q2 2013 and has held it in 23 quarters since. The position peaked at $118M in Q4 2024. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

  • Wellington Management Group held 1,022,471 shares of Banner Corp worth $62M as of Q1 2026.
  • Wellington Management Group bought 791,105 Banner Corp shares in Q1 2026, an estimated $49.1M.
  • Banner Corp made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #664 holding.
  • Wellington Management Group first reported a position in Banner Corp in Q2 2013 and has held it in 23 quarters since.
  • Wellington Management Group's Banner Corp position peaked at $118M in Q4 2024.
  • 269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.