Among active 13F managers last quarter, 4 opened and 27 added, while 24 reduced; the largest holder to move was Victory Capital Management Inc (−31%). No open-market insider trades in the last 180 days.
No leg leans either way.
249 tracked 13F filers disclose a position in BANR as of the latest SEC 13F filings, a combined $1.9B in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.9M | $328.5M | ▼−1.1% Reduced · −55K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 2.3M | $150.0M | ▼−0.3% Reduced · −8K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 2.2M | $132.1M | ▲+0.8% Added · +18K sh | Q1 2026 | |
| 4 | State Street Corp | 2.0M | $133.2M | ▲+7.2% Added · +135K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 1.5M | $97.9M | ▼−3.3% Reduced · −50K sh | Q2 2026 | |
| 6 | Charles Schwab Investment Management Inc | 1.2M | $73.9M | ▼−16% Reduced · −231K sh | Q1 2026 | |
| 7 | Manufacturers Life Insurance Company, The | 905K | $54.9M | ▼−1.6% Reduced · −15K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 905K | $60.2M | ▲+5.0% Added · +43K sh | Q2 2026 | |
| 9 | UBS Group AG | 795K | $48.2M | ▲+75% Added · +340K sh | Q1 2026 | |
| 10 | Victory Capital Management Inc | 782K | $47.5M | ▼−31% Reduced · −357K sh | Q1 2026 | |
| 11 | Nuveen, LLC | 720K | $43.7M | ▼−3.9% Reduced · −30K sh | Q1 2026 | |
| 12 | American Century Companies Inc | 665K | $40.4M | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 13 | Millennium Management LLC | 545K | $33.1M | ▲+22% Added · +99K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 445K | $27.0M | ▲+3.1% Added · +13K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 412K | $25.0M | ▲+218% Added · +283K sh | Q1 2026 | |
| 16 | Basswood Capital Management, L.L.C. | 409K | $24.8M | ▲+89% Added · +192K sh | Q1 2026 | |
| 17 | Deprince Race & Zollo Inc | 378K | $25.1M | ▼−20% Reduced · −97K sh | Q2 2026 | |
| 18 | William Blair Investment Management, LLC | 363K | $24.1M | ▼−12% Reduced · −51K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 344K | $20.7M | ▲+28% Added · +75K sh | Q1 2026 | |
| 20 | Fisher Asset Management, LLC | 332K | $20.1M | ▼−9.6% Reduced · −35K sh | Q1 2026 | |
| 21 | Aberdeen Group plc | 315K | $19.1M | ▲+9.6% Added · +28K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 304K | $18.5M | ▼−5.0% Reduced · −16K sh | Q1 2026 | |
| 23 | Qube Research & Technologies Ltd | 296K | $18.0M | ▲+95% Added · +144K sh | Q1 2026 | |
| 24 | Morgan Stanley | 290K | $17.6M | ▼−21% Reduced · −79K sh | Q1 2026 | |
| 25 | Bridgeway Capital Management, LLC | 272K | $18.1M | ▲+0.5% Added · +1K sh | Q2 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.
Last quarter, 4 funds opened a new position in BANR and 27 added to an existing one, while 24 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 126 funds | $222.9B |
| JPMorgan Chase & CoJPM | 123 funds | $54.7B |
| Amazon.com IncAMZN | 122 funds | $175.7B |
| Eli Lilly & CoLLY | 122 funds | $73.4B |
| Alphabet Inc-CL AGOOGL | 121 funds | $155.3B |
| Nvidia CorpNVDA | 120 funds | $347.8B |
| Visa Inc-Class A SharesV | 120 funds | $48.8B |
| Bank Of America CorpBAC | 120 funds | $29.7B |
| Wells Fargo & CoWFC | 119 funds | $15.4B |
| Meta Platforms Inc-Class AMETA | 118 funds | $92.4B |
| Costco Wholesale CorpCOST | 118 funds | $33.7B |
| Chevron CorpCVX | 117 funds | $27.5B |
Ranked by how many of BANR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BANR.
| 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) 2 lots, same day | 2K | $99K |
| 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 |
| Jun 10, 2021 | Conner Peter | Executive VP, Banner Bank | Sell (S) | 900 | $52K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 44 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BANR
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.