Filing Research | BANR - BANNER CORPORATION Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	78.3KSH	$5.2M
2	Y-Intercept (Hong Kong) Ltd	Shares	35.4KSH	$2.3M
3	Mirae Asset Global Investments Co., Ltd.	Shares	28.4KSH	$1.9M
4	Cascade Investment Advisors, Inc.	Shares	22.3KSH	$1.5M
5	Diversified Trust Co	Shares	17.1KSH	$1.1M
6	Louisiana State Employees Retirement System	Shares	14.9KSH	$990.0K
7	Police & Firemen's Retirement System of New Jersey	Shares	10.1KSH	$670.8K
8	BENJAMIN EDWARDS INC	Shares	9.4KSH	$623.9K
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.1KSH	$603.7K
10	Sequoia Financial Advisors, LLC	Shares	8.9KSH	$591.2K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.1KSH	$535.2K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.9KSH	$532.4K
13	HENNESSY ADVISORS INC	Shares	8.0KSH	$531.5K
14	WestHill Financial Advisors, Inc.	Shares	7.7KSH	$508.4K
15	Tradewinds Capital Management, LLC	Shares	7.0KSH	$464.5K
16	Financial Planning Hawaii, Inc.	Shares	4.3KSH	$288.9K
17	Curated Wealth Partners LLC	Shares	65.0KSH	$70.9K
18	Lodestone Wealth Management LLC	Shares	774SH	$51.4K
19	GAMMA Investing LLC	Shares	716SH	$47.6K
20	Versant Capital Management, Inc	Shares	714SH	$47.4K
21	Financial Life Planners	Shares	500SH	$33.3K
22	EverSource Wealth Advisors, LLC	Shares	262SH	$17.4K
23	MassMutual Private Wealth & Trust, FSB	Shares	250SH	$16.6K
24	IFP Advisors, Inc	Shares	139SH	$9.2K
25	Farther Finance Advisors, LLC	Shares	86SH	$5.7K
26	SJS Investment Consulting Inc.	Shares	78SH	$5.2K
27	Valued Wealth Advisors LLC	Shares	55SH	$3.7K
28	Spire Wealth Management	Shares	42SH	$2.8K
29	Ares Financial Consulting, LLC	Shares	30SH	$2.0K
30	JFS WEALTH ADVISORS, LLC	Shares	28SH	$1.9K
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	19SH	$1.3K
32	Fortitude Family Office, LLC	Shares	19SH	$1.3K
33	Wealth Enhancement Trust Services, Inc.	Shares	17SH	$1.1K
34	State of Alaska, Department of Revenue	Shares	12.7KSH	$842
35	Torren Management, LLC	Shares	12SH	$777
36	Creative Capital Management Investments LLC	Shares	11SH	$731
37	True Wealth Design, LLC	Shares	11SH	$731
38	CoreCap Advisors, LLC	Shares	10SH	$664
39	AMALGAMATED BANK	Shares	9.1KSH	$606
40	Handelsbanken Fonder AB	Shares	6.9KSH	$461
41	DiNuzzo Private Wealth, Inc.	Shares	6SH	$399
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	5SH	$333
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	4.4KSH	$295
44	Davis Capital Management	Shares	2SH	$133
45	LRI Investments, LLC	Shares	2SH	$133

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.9K	+$532.4K	$532.4K
2	WestHill Financial Advisors, Inc. new	Shares	+7.7K	+$508.4K	$508.4K
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+4.5K	+$437.8K	$1.9M
4	Diversified Trust Co added	Shares	+2.8K	+$268.3K	$1.1M
5	Cascade Investment Advisors, Inc. trimmed	Shares	-300	+$110.3K	$1.5M
6	Police & Firemen's Retirement System of New Jersey added	Shares	+663	+$98.4K	$670.8K
7	Louisiana State Employees Retirement System trimmed	Shares	-200	+$73.7K	$990.0K
8	BENJAMIN EDWARDS INC added	Shares	+280	+$71.1K	$623.9K
9	Curated Wealth Partners LLC new	Shares	+65.0K	+$70.9K	$70.9K
10	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+37	+$54.6K	$603.7K
11	Sequoia Financial Advisors, LLC added	Shares	+54	+$54.5K	$591.2K
12	HENNESSY ADVISORS INC unchanged	Shares	0	+$46.1K	$531.5K
13	Tradewinds Capital Management, LLC unchanged	Shares	0	+$40.3K	$464.5K
14	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-6.9K	+$34.9K	$5.2M
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-377	+$23.5K	$535.2K
16	Versant Capital Management, Inc added	Shares	+171	+$14.5K	$47.4K
17	IFP Advisors, Inc added	Shares	+121	+$8.1K	$9.2K
18	GAMMA Investing LLC added	Shares	+24	+$5.6K	$47.6K
19	Lodestone Wealth Management LLC added	Shares	+4	+$4.7K	$51.4K
20	SJS Investment Consulting Inc. added	Shares	+61	+$4.2K	$5.2K
21	Financial Life Planners added	Shares	+4	+$3.1K	$33.3K
22	Financial Planning Hawaii, Inc. trimmed	Shares	-365	+$2.9K	$288.9K
23	Valued Wealth Advisors LLC added	Shares	+15	+$1.2K	$3.7K
24	Wealth Enhancement Trust Services, Inc. new	Shares	+17	+$1.1K	$1.1K
25	Creative Capital Management Investments LLC new	Shares	+11	+$731	$731
26	True Wealth Design, LLC new	Shares	+11	+$731	$731
27	CoreCap Advisors, LLC new	Shares	+10	+$664	$664
28	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$526	$1.9K
29	Spire Wealth Management unchanged	Shares	0	+$241	$2.8K
30	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+3	+$211	$333
31	Ares Financial Consulting, LLC unchanged	Shares	0	+$151	$2.0K
32	Davis Capital Management new	Shares	+2	+$133	$133
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$109	$1.3K
34	Fortitude Family Office, LLC unchanged	Shares	0	+$109	$1.3K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.1K	+$94	$295
36	Torren Management, LLC unchanged	Shares	0	+$73	$777
37	Handelsbanken Fonder AB unchanged	Shares	0	+$40	$461
38	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$34	$399
39	AMALGAMATED BANK trimmed	Shares	-693	+$10	$606
40	Vermillion Wealth Management, Inc. exited	Shares	-2	-$121	$0
41	State of Alaska, Department of Revenue trimmed	Shares	-5.6K	-$268	$842
42	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-30	-$380	$16.6K
43	Wall Street Financial Group, Inc. exited	Shares	-9	-$546	$0
44	Farther Finance Advisors, LLC trimmed	Shares	-42	-$2.1K	$5.7K
45	LRI Investments, LLC trimmed	Shares	-91	-$5.5K	$133
46	EverSource Wealth Advisors, LLC trimmed	Shares	-341	-$19.2K	$17.4K
47	Opal Wealth Advisors, LLC exited	Shares	-452	-$27.4K	$0
48	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-19.5K	-$978.8K	$2.3M