Sequoia Financial Advisors, LLC BANR — BANNER CORP

Ownership history in Sequoia Financial Advisors, LLC  ·  51 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported BANNER CORP (BANR) in 51 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows BANR at 0.00% 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 Sequoia Financial Advisors, LLC'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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% 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
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 Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,898 +54 +0.6% 0.00% $591K 2026-07-17 $71.08
2026 Q1 REDUCED 8.0% +10.2% ❌ 8,844 -766 -8.0% 0.00% $537K 2026-04-30 $66.37
2025 Q4 ADDED — — — 9,610 +618 +6.9% 0.00% $602K 2026-02-03 $62.97
2025 Q3 REDUCED — — — 8,992 -16 -0.2% 0.00% $589K 2025-10-29 $59.62
2025 Q2 REDUCED — — — 9,008 -28 -0.3% 0.00% $578K 2025-07-25 $63.01
2025 Q1 REDUCED — — — 9,036 -10 -0.1% 0.00% $576K 2025-04-23 $59.34
2024 Q4 ADDED — — — 9,046 +6 +0.1% 0.01% $604K 2025-02-07 $67.11
2024 Q3 REDUCED — — — 9,040 -22 -0.2% 0.01% $538K 2024-10-21 $61.25
2024 Q2 REDUCED — — — 9,062 -72 -0.8% 0.01% $450K 2024-07-15 $51.61
2024 Q1 ADDED — — — 9,134 +53 +0.6% 0.01% $438K 2024-04-30 $40.95
41 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

Cascade Investment Advisors, Inc. 3Y 7Y 0.81% Sippican Capital Advisors 3Y 7Y 0.43% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.17% Financial Planning Hawaii, Inc. 0.15% Sovran Advisors, LLC 0.11% WestHill Financial Advisors, Inc. 3Y 0.09% Tradewinds Capital Management, LLC 3Y 7Y 0.08% WESBANCO BANK INC 3Y 7Y 0.05% Y-Intercept (Hong Kong) Ltd 3Y 0.05% Financial Life Planners 0.02%

FAQ About Sequoia Financial Advisors, LLC and BANR

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

How long has Sequoia Financial Advisors, LLC reported owning BANR?

Sequoia Financial Advisors, LLC reported BANR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BANR position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BANR was 0.01% in 2024 Q4.

What is the latest reported BANR position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 8,898 shares, equal to 0.00% of portfolio, with an estimated market value of $591K.

What does the chart on this BANR ownership page compare?

The chart compares Sequoia Financial Advisors, LLC'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 Sequoia Financial Advisors, LLC time their BANR position?

Based on 13F filing dates vs. subsequent BANR price moves, Sequoia Financial Advisors, LLC correctly timed 11 out of 24 reported position changes (46%). The annualised alpha on BANR relative to SPY over the holding period was -4.6%.

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