Edgestream Partners, L.P. BANR — BANNER CORP

Ownership history in Edgestream Partners, L.P.  ·  10 quarters on record

AI Ownership Summary

Edgestream Partners, L.P. reported BANNER CORP (BANR) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.25% in 2024 Q1. The latest visible filing shows BANR at 0.18% 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 Edgestream Partners, L.P.'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 Q2

BANR was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

BANR stock page Edgestream Partners, L.P. fund profile Edgestream Partners, L.P. full holdings
How Edgestream Partners, L.P. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 93,560 +68,749 +277.1% 0.18% $6.2M 2026-08-11 $72.76
2026 Q1 ADDED — — — 24,811 +2,278 +10.1% 0.05% $1.5M 2026-05-18 $63.58
2025 Q4 REDUCED 64.6% -2.4% ✅ 22,533 -41,056 -64.6% 0.04% $1.4M 2026-02-13 $63.22
2025 Q3 ADDED — — — 63,589 +3,642 +6.1% 0.12% $4.2M 2025-11-12 $60.59
2025 Q2 ADDED — — — 59,947 +27,863 +86.8% 0.11% $3.8M 2025-08-13 $64.05
2025 Q1 ADDED — — — 32,084 +11,973 +59.5% 0.07% $2.0M 2025-05-02 $60.69
2024 Q2 REDUCED 80.4% +21.1% ❌ 20,111 -82,623 -80.4% 0.05% $998K 2024-08-09 $50.40
2024 Q1 ADDED — — — 102,734 +91,468 +811.9% 0.25% $4.9M 2024-05-10 $43.28
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BANR

As of 2026 Q2 — sorted by position size

Stieven Capital Advisors, L.P. 3Y 7Y 1.91% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.09% Bayview Asset Management, LLC 3Y 7Y 1.04% Siena Capital Partners GP, LLC 3Y 7Y 0.98% Petiole USA ltd 3Y 0.94% Cascade Investment Advisors, Inc. 3Y 7Y 0.81% Phocas Financial Corp. 3Y 7Y 0.78% Aristotle Capital Boston, LLC 3Y 7Y 0.7% North Reef Capital Management LP 3Y 0.66% CALDWELL SUTTER CAPITAL, INC. 3Y 0.65%

FAQ About Edgestream Partners, L.P. and BANR

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

How long has Edgestream Partners, L.P. reported owning BANR?

Edgestream Partners, L.P. reported BANR across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BANR position in Edgestream Partners, L.P.'s portfolio?

The largest reported portfolio weight for BANR was 0.25% in 2024 Q1.

What is the latest reported BANR position on this page?

The most recent filing on this page is 2026 Q2, when Edgestream Partners, L.P. reported 93,560 shares, equal to 0.18% of portfolio, with an estimated market value of $6.2M.

What does the chart on this BANR ownership page compare?

The chart compares Edgestream Partners, L.P.'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.

How well did Edgestream Partners, L.P. time their BANR position?

Based on 13F filing dates vs. subsequent BANR price moves, Edgestream Partners, L.P. correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on BANR relative to SPY over the holding period was +47.3%.

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