BannerBANR
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 269 institutions reported holding Banner Corporation (BANR) in their 13F filings, up 21 from Q4 2025. 34 opened new positions and 13 sold out. The largest holders were BlackRock, Inc. ($303.4M), Vanguard Portfolio Management LLC ($137.4M) and Dimensional Fund Advisors LP ($132.1M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Banner Corporation
- CUSIP
- 06652V208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $38.2M |
| Exits | 13 | $78.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,478,636 shares bought and 3,174,181 shares sold, net +304,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 269 holders
| BlackRock, Inc. | 0.01% | Add +0.8% | 4,999,540 | $303.4M |
| Vanguard Portfolio Management LLC | 0.01% | — | 2,265,159 | $137.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.8% | 2,177,070 | $132.1M |
| State Street Corp. | 0.00% | Add +5.5% | 1,869,246 | $113.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,524,536 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -15.9% | 1,217,566 | $73.9M |
| Wellington Management Group LLP | 0.01% | Add +341.9% | 1,022,471 | $62.0M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -1.6% | 905,453 | $54.9M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 862,329 | $52.3M |
| UBS Group AG | 0.01% | Add +74.8% | 795,054 | $48.2M |
| Victory Capital Management Inc. | 0.03% | Reduce -31.4% | 782,373 | $47.5M |
| Nuveen, LLC | 0.01% | Reduce -4.0% | 719,508 | $43.7M |
| American Century Companies Inc. | 0.02% | Reduce -1.6% | 664,996 | $40.4M |
| Millennium Management | 0.03% | Add +22.1% | 545,468 | $33.1M |
| Deprince Race & Zollo Inc. | 0.54% | Reduce -2.6% | 475,352 | $28.8M |
| Northern Trust Corp. | 0.00% | Add +3.1% | 445,009 | $27.0M |
| William Blair Investment Management, LLC | 0.08% | Reduce -37.7% | 413,966 | $25.1M |
| Two Sigma Investments, LP | 0.02% | Add +218.4% | 412,300 | $25.0M |
| Basswood Capital Management, L.L.C. | 1.26% | Add +88.6% | 408,864 | $24.8M |
| Raymond James Financial Inc. | 0.01% | Add +27.8% | 343,920 | $20.7M |
| Fisher Asset Management | 0.01% | Reduce -9.6% | 331,942 | $20.1M |
| Aberdeen Group plc | 0.03% | Add +9.6% | 315,076 | $19.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 304,426 | $18.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +94.8% | 296,461 | $18.0M |
| Morgan Stanley | 0.00% | Reduce -21.4% | 290,093 | $17.6M |
| Bridgeway Capital Management, LLC | 0.33% | Reduce -2.8% | 270,964 | $16.4M |
| FMR LLC | 0.00% | Add +1.6% | 259,854 | $15.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.6% | 243,405 | $14.8M |
| Panagora Asset Management Inc. | 0.05% | Add +2.5% | 224,950 | $13.6M |
| Citadel Advisors | 0.01% | Reduce -4.8% | 222,512 | $13.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 219,718 | $13.3M |
| Principal Financial Group Inc. | 0.01% | Add +4.9% | 216,221 | $13.1M |
| North Reef Capital Management LP | 0.41% | New | 195,449 | $11.9M |
| D. E. Shaw & Co. | 0.01% | Add +281.2% | 190,591 | $11.6M |
| Aristotle Capital Boston, LLC | 0.71% | Reduce -13.6% | 188,457 | $11.4M |
| Invesco Ltd. | 0.00% | Add +17.9% | 176,079 | $10.7M |
| Bank of America Corp. | 0.00% | Add +25.4% | 171,439 | $10.4M |
| Stieven Capital Advisors, L.P. | 1.95% | Reduce -16.0% | 150,356 | $9.1M |
| Empowered Funds, LLC | 0.06% | Add +1.8% | 146,837 | $8.9M |
| Public Sector Pension Investment Board | 0.02% | Add +3.5% | 122,020 | $7.4M |
| Sei Investments Co. | 0.01% | Reduce -8.6% | 103,301 | $6.3M |
| BW Gestao de Investimentos Ltda. | 0.27% | New | 100,000 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +7.0% | 98,345 | $6.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 96,923 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.2% | 96,345 | $5.8M |
| Phocas Financial Corp. | 0.85% | Reduce -21.8% | 88,710 | $5.4M |
| Trexquant Investment LP | 0.04% | Add +8.5% | 87,539 | $5.3M |
| AQR Capital Management | 0.00% | Add +90.7% | 87,397 | $5.3M |
| Peregrine Capital Management LLC | 0.19% | Reduce -8.8% | 85,145 | $5.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -36.0% | 81,294 | $5.0M |
| Emerald Investment Advisers, LLC | 0.43% | — | 79,366 | $4.8M |
| Legal & General Group Plc | 0.00% | Reduce -8.6% | 77,483 | $4.7M |
| State of Wisconsin Investment Board | 0.01% | Reduce -7.1% | 76,745 | $4.7M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -6.4% | 72,325 | $4.4M |
| First Trust Advisors LP | 0.00% | Add +71.9% | 69,297 | $4.2M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 67,400 | $4.1M |
| Focus Partners Wealth | 0.00% | Add +0.6% | 65,553 | $4.0M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Add +339.2% | 61,048 | $3.7M |
| Siena Capital Partners GP, LLC | 0.96% | No change | 60,973 | $3.7M |
| HRT Financial LP | 0.01% | New | 60,739 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.1% | 60,505 | $3.7M |
| Bayview Asset Management, LLC | 3.04% | New | 60,000 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -30.3% | 55,387 | $3.4M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +54.1% | 54,839 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +41.5% | 52,047 | $3.2M |
| Point72 Asset Management | 0.01% | Reduce -33.6% | 51,840 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 51,319 | $3.1M |
| SG Americas Securities, LLC | 0.00% | Add +114.6% | 48,508 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.1% | 48,521 | $2.9M |
| Franklin Resources Inc. | 0.00% | Add +512.0% | 47,169 | $2.9M |
| Quantbot Technologies LP | 0.11% | Add +27751.0% | 42,612 | $2.6M |
| California State Teachers Retirement System | 0.00% | Add +27.9% | 40,660 | $2.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.1% | 38,871 | $2.4M |
| Martingale Asset Management L P | 0.05% | New | 35,557 | $2.2M |
| Tudor Investment Corporation | 0.01% | Reduce -43.2% | 35,416 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -14.2% | 34,089 | $2.1M |
| Prudential Financial Inc. | 0.00% | Add +7.6% | 34,864 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.0% | 33,941 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +11.1% | 33,150 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Reduce -38.1% | 31,269 | $1.9M |
| Petiole USA ltd | 1.32% | Reduce -6.6% | 31,085 | $1.9M |
| Rosenthal | Henry Capital Advisors, Inc. | 1.83% | No change | 30,877 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -3.7% | 30,668 | $1.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 30,508 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.8% | 29,934 | $1.8M |
| Voloridge Investment Management, LLC | 0.01% | Add +204.6% | 29,863 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +100.2% | 28,708 | $1.7M |
| Barclays PLC | 0.00% | Reduce -55.3% | 28,508 | $1.7M |
| Caldwell Sutter Capital, Inc. | 0.70% | No change | 28,261 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +72.4% | 28,119 | $1.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 28,042 | $1.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -8.4% | 27,591 | $1.7M |
| Squarepoint Ops LLC | 0.00% | New | 26,369 | $1.6M |
| New York State Common Retirement Fund | 0.00% | No change | 26,368 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -54.4% | 25,154 | $1.5M |
| Edgestream Partners, L.P. | 0.05% | Add +10.1% | 24,811 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +320.3% | 24,211 | $1.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -22.6% | 23,864 | $1.4M |
| Entropy Technologies, LP | 0.06% | Add +400.6% | 23,054 | $1.4M |
| Cascade Investment Advisors, Inc. | 0.81% | Add +0.2% | 22,605 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +33.3% | 22,513 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | No change | 22,169 | $1.3M |
| Cambiar Investors LLC | 0.06% | New | 21,852 | $1.3M |
| Sovran Advisors, LLC | 0.10% | Add +12.9% | 19,623 | $1.3M |
| Freestone Grove Partners LP | 0.01% | New | 20,620 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -90.6% | 19,931 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +55.7% | 19,250 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.6% | 18,925 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +9.9% | 18,862 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.7% | 18,310 | $1.1M |
| Roehl & Yi Investment Advisors, LLC | 0.40% | No change | 17,378 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.8% | 17,362 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 17,013 | $1.0M |
| LPL Financial LLC | 0.00% | Add +369.9% | 15,802 | $959K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 15,796 | $959K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.2% | 15,100 | $916K |
| Janus Henderson Group PLC | 0.00% | No change | 15,072 | $915K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -26.4% | 14,863 | $902K |
| Amundi | 0.00% | Add +63.6% | 14,759 | $896K |
| Bailard, Inc. | 0.02% | New | 14,400 | $874K |
| Diversified Trust Co. | 0.02% | Add +12.4% | 14,300 | $868K |
| Natixis Advisors, LLC | 0.00% | Reduce -17.0% | 12,695 | $770K |
| Hancock Whitney Corp. | 0.01% | Add +101.0% | 10,900 | $729K |
| Occudo Quantitative Strategies LP | 0.04% | Reduce -8.4% | 10,880 | $728K |
| Sippican Capital Advisors | 0.50% | Reduce -3.3% | 11,955 | $725K |
| Horizon Investments, LLC | 0.01% | Reduce -26.3% | 11,955 | $720K |
| Balyasny Asset Management L.P. | 0.00% | Add +139.5% | 11,759 | $714K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -73.0% | 11,285 | $685K |
| Credit Agricole S A | 0.00% | New | 11,000 | $667K |
| BNP Paribas Financial Markets | 0.00% | Add +6.9% | 10,714 | $650K |
| MQS Management LLC | 0.43% | New | 10,435 | $633K |
| Fifth Third Bancorp | 0.00% | Add +7034.0% | 10,273 | $623K |
| Harbor Capital Advisors, Inc. | 0.05% | Reduce -28.6% | 10,171 | $617K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 9,816 | $596K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 9,434 | $572K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.9% | 9,396 | $570K |
| Quantinno Capital Management LP | 0.00% | Add +64.1% | 9,369 | $569K |
| Arizona State Retirement System | 0.00% | Reduce -2.8% | 9,363 | $568K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,291 | $564K |
| Benjamin Edwards Inc. | 0.01% | New | 9,107 | $553K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -63.5% | 9,089 | $552K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.8% | 9,049 | $549K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.0% | 8,844 | $537K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 8,665 | $526K |
| XTX Topco Ltd | 0.01% | New | 8,598 | $522K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 8,432 | $512K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 8,196 | $497K |
| Headlands Technologies LLC | 0.06% | New | 8,072 | $490K |
| Intech Investment Management LLC | 0.00% | Reduce -43.1% | 8,049 | $488K |
| Hennessy Advisors Inc. | 0.02% | Reduce -20.0% | 8,000 | $485K |
| CSM Advisors, LLC | 0.01% | Reduce -0.8% | 7,928 | $481K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -74.6% | 7,817 | $474K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 7,757 | $471K |
| Capstone Investment Advisors, LLC | 0.01% | Add +54.0% | 7,706 | $468K |
| Neuberger Berman Group LLC | 0.00% | Add +49.9% | 7,621 | $462K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -2.3% | 7,505 | $455K |
| HighTower Advisors, LLC | 0.00% | Add +71.4% | 7,475 | $454K |
| KLP Kapitalforvaltning As | 0.00% | No change | 7,400 | $449K |
| Princeton Capital Management LLC | 0.12% | No change | 7,281 | $442K |
| Jump Financial, LLC | 0.01% | New | 7,119 | $432K |
| Tradewinds Capital Management, LLC | 0.08% | No change | 6,992 | $424K |
| Handelsbanken Fonder AB | 0.00% | No change | 6,944 | $421K |
| Tidal Investments LLC | 0.00% | Add +2.7% | 6,886 | $418K |
| Captrust Financial Advisors | 0.00% | Add +24.7% | 6,856 | $416K |
| Jones Financial Companies LLLP | 0.00% | Add +1012.7% | 6,910 | $413K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 6,471 | $393K |
| Holocene Advisors, LP | 0.00% | New | 6,224 | $378K |
| Paradigm Capital Management Inc. | 0.01% | No change | 6,000 | $364K |
| Wood Tarver Financial Group, LLC | 0.10% | No change | 5,863 | $355K |
| Cerity Partners LLC | 0.00% | Reduce -2.6% | 5,693 | $345K |
| Osaic Holdings, Inc. | 0.00% | Add +142.3% | 5,498 | $334K |
| ProShare Advisors LLC | 0.00% | Reduce -20.9% | 5,246 | $318K |
| Mariner, LLC | 0.00% | New | 5,225 | $317K |
| Natixis | 0.00% | No change | 5,200 | $316K |
| EntryPoint Capital, LLC | 0.09% | No change | 5,194 | $315K |
| Teacher Retirement System of Texas | 0.00% | New | 5,190 | $315K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,093 | $309K |
| Great Lakes Advisors, LLC | 0.00% | Add +28.7% | 5,086 | $309K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,972 | $302K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.8% | 4,852 | $294K |
| Kiley Juergens Wealth Management, LLC | 0.05% | New | 4,724 | $287K |
| Financial Planning Hawaii, Inc. | 0.17% | No change | 4,714 | $286K |
| Keybank National Association | 0.00% | Reduce -34.9% | 4,684 | $284K |
| Los Angeles Capital Management LLC | 0.00% | Add +2188.9% | 4,120 | $250K |
| Canada Pension Plan Investment Board | 0.00% | No change | 4,100 | $249K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 4,099 | $249K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 3,902 | $237K |
| Mirabella Financial Services LLP | 0.02% | New | 3,872 | $235K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +263.4% | 3,808 | $231K |
| Two Sigma Securities, LLC | 0.03% | New | 3,636 | $221K |
| Profund Advisors LLC | 0.01% | Reduce -39.3% | 3,505 | $213K |
| New York State Teachers Retirement System | 0.00% | Reduce -75.6% | 3,318 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 3,094 | $188K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,848 | $173K |
| STRS Ohio | 0.00% | New | 2,700 | $164K |
| Cwm, LLC | 0.00% | Add +45.1% | 2,653 | $161K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,080 | $126K |
| Gould Capital, LLC | 0.07% | No change | 1,933 | $117K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.2% | 1,707 | $104K |
| Aquatic Capital Management LLC | 0.00% | Reduce -70.4% | 1,534 | $93K |
| KBC Group NV | 0.00% | Add +55.0% | 1,528 | $93K |
| US Bancorp \de | 0.00% | Reduce -35.1% | 1,398 | $85K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +49.0% | 1,219 | $74K |
| Sterling Capital Management LLC | 0.00% | Reduce -43.4% | 1,116 | $68K |
| Lodestone Wealth Management LLC | 0.02% | Reduce -27.2% | 770 | $47K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 746 | $45K |
| GAMMA Investing LLC | 0.00% | Reduce -13.0% | 692 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 603 | $37K |
| Salomon & Ludwin, LLC | 0.00% | Add +132.0% | 566 | $35K |
| Rothschild Investment LLC | 0.00% | Add +10.2% | 561 | $34K |
| Versant Capital Management, Inc | 0.00% | Add +84.1% | 543 | $33K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -29.4% | 535 | $32K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -98.8% | 519 | $31K |
| Financial Life Planners | 0.02% | New | 496 | $30K |
| Opal Wealth Advisors, LLC | 0.01% | New | 452 | $27K |
| Bessemer Group Inc. | 0.00% | Add +17.7% | 373 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 350 | $21K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -53.5% | 309 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -28.6% | 280 | $17K |
| Root Financial Partners, LLC | 0.00% | Add +108.8% | 261 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 236 | $14K |
| MAI Capital Management | 0.00% | Add +733.3% | 225 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -2.7% | 219 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 200 | $12K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -60.6% | 194 | $12K |
| Allworth Financial LP | 0.00% | Add +478.8% | 191 | $12K |
| Bellevue Asset Management, LLC | 0.00% | No change | 142 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Add +146.2% | 128 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 128 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -26.4% | 114 | $7K |
| Cheviot Value Management, LLC | 0.00% | No change | 110 | $7K |
| Quarry LP | 0.00% | Reduce -44.0% | 108 | $7K |
| LRI Investments, LLC | 0.00% | No change | 93 | $6K |
| Bare Financial Services, Inc | 0.00% | Reduce -16.0% | 79 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 69 | $4K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -81.9% | 64 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 50 | $3K |
| Sapience Investments, LLC | 0.38% | New | 48 | $3K |
| Spire Wealth Management | 0.00% | Reduce -2.3% | 42 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 41 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 39 | $2K |
| Huntington National Bank | 0.00% | No change | 37 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +120.0% | 33 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Add +95.0% | 39 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 30 | $2K |
| CVA Family Office, LLC | 0.00% | New | 30 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -9.1% | 30 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +4.0% | 26 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 22 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 20 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +216.7% | 19 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.5% | 19 | $1K |
| IFP Advisors, Inc | 0.00% | No change | 18 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +466.7% | 17 | $1K |
| Torren Management, LLC | 0.00% | No change | 12 | $704 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 11 | $667 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 10 | $607 |
| Wall Street Financial Group, Inc. | 0.00% | New | 9 | $546 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $365 |
| Assetmark, Inc. | 0.00% | No change | 6 | $364 |
| Rialto Wealth Management, LLC | 0.00% | Add +66.7% | 5 | $304 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 4 | $242 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 2 | $122 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 2 | $121 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $121 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -50.0% | 1 | $61 |
| Curio Wealth, LLC | 0.00% | New | 1 | $61 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is BANR's weight in each manager's 13F, not the share of Banner Corporation the manager owns.