BANR BANNER CORP

Ownership history in Diversified Trust Co  ·  23 quarters on record

AI Ownership Summary

Diversified Trust Co reported BANNER CORP (BANR) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows BANR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BANR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Diversified Trust Co's position in BANNER CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BANR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Diversified Trust Co held BANR — position size vs. price
% of Fund (quarterly)    BANR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,300 +1,574 +12.4% 0.02% $868K 2026-04-16 $63.09
2025 Q4 ADDED 12,726 +533 +4.4% 0.01% $797K 2026-01-09 $63.77
2025 Q3 ADDED 12,193 +743 +6.5% 0.02% $799K 2025-10-20 $61.80
2025 Q2 ADDED 11,450 +128 +1.1% 0.02% $735K 2025-07-11 $67.05
2025 Q1 ADDED 11,322 +111 +1.0% 0.02% $722K 2025-04-24 $60.31
2024 Q4 ADDED 11,211 +978 +9.6% 0.02% $749K 2025-01-07 $64.16
2024 Q3 REDUCED 10,233 -149 -1.4% 0.02% $609K 2024-10-07 $56.36
2024 Q2 ADDED 10,382 +476 +4.8% 0.01% $515K 2024-07-16 $55.34
2024 Q1 ADDED 9,906 +371 +3.9% 0.01% $475K 2024-04-18 $40.94
2023 Q4 ADDED 9,535 +886 +10.2% 0.02% $511K 2024-01-08 $47.84
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Diversified Trust Co and BANR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Diversified Trust Co reported owning BANR?

Diversified Trust Co reported BANR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BANR position in Diversified Trust Co's portfolio?

The largest reported portfolio weight for BANR was 0.02% in 2024 Q4.

What is the latest reported BANR position on this page?

The most recent filing on this page is 2026 Q1, when Diversified Trust Co reported 14,300 shares, equal to 0.02% of portfolio, with an estimated market value of $868K.

What does the chart on this BANR ownership page compare?

The chart compares Diversified Trust Co's quarterly BANR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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