| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $303.4M | 5.0M | ▲+0.8% Added · +39K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $137.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $132.1M | 2.2M | ▲+0.8% Added · +18K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $113.4M | 1.9M | ▲+5.5% Added · +98K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $92.5M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.9M | 1.2M | ▼−16% Reduced · −231K sh | Q1 2026 | |
| 7 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54.9M | 905K | ▼−1.6% Reduced · −15K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $52.3M | 862K | ▲+2.6% Added · +22K sh | Q1 2026 | |
| 9 | UBS Group AG | $48.2M | 795K | ▲+75% Added · +340K sh | Q1 2026 | |
| 10 | VICTORY CAPITAL MANAGEMENT INC | $47.5M | 782K | ▼−31% Reduced · −357K sh | Q1 2026 | |
| 11 | Nuveen, LLC | $43.7M | 720K | ▼−3.9% Reduced · −30K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $40.4M | 665K | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $33.1M | 545K | ▲+22% Added · +99K sh | Q1 2026 | |
| 14 | DEPRINCE RACE & ZOLLO INC | $28.8M | 475K | ▼−2.6% Reduced · −13K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $27.0M | 445K | ▲+3.1% Added · +13K sh | Q1 2026 | |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $25.1M | 414K | ▼−38% Reduced · −250K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $25.0M | 412K | ▲+218% Added · +283K sh | Q1 2026 | |
| 18 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $24.8M | 409K | ▲+89% Added · +192K sh | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $20.7M | 344K | ▲+28% Added · +75K sh | Q1 2026 | |
| 20 | Fisher Asset Management, LLC | $20.1M | 332K | ▼−9.6% Reduced · −35K sh | Q1 2026 | |
| 21 | Aberdeen Group plc | $19.1M | 315K | ▲+9.6% Added · +28K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $18.5M | 304K | ▼−5.0% Reduced · −16K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | $18.0M | 296K | ▲+95% Added · +144K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $17.6M | 290K | ▼−21% Reduced · −79K sh | Q1 2026 | |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $16.4M | 271K | ▼−2.8% Reduced · −8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 77 funds | $40.4B |
| AMAZON.COM INCAMZN | 77 funds | $31.8B |
| ELI LILLY & COLLY | 77 funds | $10.2B |
| VISA INC-CLASS A SHARESV | 77 funds | $7.8B |
| NVIDIA CORPNVDA | 76 funds | $61.5B |
| ALPHABET INC-CL AGOOGL | 76 funds | $26.9B |
| BROADCOM INCAVGO | 76 funds | $23.2B |
| MASTERCARD INC - AMA | 75 funds | $7.9B |
| APPLE INCAAPL | 74 funds | $46.4B |
| JPMORGAN CHASE & COJPM | 74 funds | $12.9B |
| COSTCO WHOLESALE CORPCOST | 74 funds | $6.8B |
| LAM RESEARCH CORPLRCX | 74 funds | $4.6B |
Ranked by how many of BANR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 6, 2024 | McLean James P.G. | Executive VP, Banner Bank | Sell (S) | 2K | $113K |
| Dec 6, 2023 | McLean James P.G. | Executive VP, Banner Bank | Sell (S) | 2K | $87K |
| Jun 15, 2023 | HERENCIA ROBERTO R | Director | Buy (P) | 313 | $14K |
| Jun 13, 2023 | HERENCIA ROBERTO R | Director | Buy (P) | 667 | $31K |
| May 8, 2023 | Pedersen John Clarence | Director | Buy (P) | 1K | $45K |
| Apr 26, 2023 | Riordan Kevin F | Director | Buy (P) | 268 | $13K |
| Aug 25, 2022 | McLean James P.G. | Executive VP, Banner Bank | Sell (S) | 1K | $78K |
| May 2, 2022 | HERENCIA ROBERTO R | Director | Buy (P) | 600 | $33K |
| May 2, 2022 | HERENCIA ROBERTO R | Director | Buy (P) | 1K | $66K |
| Mar 14, 2022 | JOHNSON KENNETH WILLIAM | Executive VP, Banner Bank | Sell (S) | 3K | $178K |
| Jan 31, 2022 | MATSON DAVID I | Director | Sell (S) | 2K | $106K |
| Nov 15, 2021 | McLean James P.G. | Executive VP, Banner Bank | Sell (S) | 1K | $62K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BANR/capital-change-brief"
Use Arkolith's capital_change_brief for BANR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BANR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.