Position in BANR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$248,727
-$8,116 QoQ
Shares Held
4,099
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BANR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Badgley Phelps Wealth Managers, LLC holds $3,165,212 across 7 Banks - Regional names. BANR ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
17,382 | $904,037 | |
| 2 | TFC |
Truist Financial Corp
|
18,236 | $838,308 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
|
20,971 | $545,246 | |
| 4 | TSBK |
Timberland Bancorp Inc
|
6,866 | $270,726 | |
| 5 | BANR |
Banner Corp
This page
|
4,099 | $248,727 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
5,242 | $234,160 | |
| 7 | RVSB |
Riverview Bancorp Inc
|
22,547 | $124,008 |
All Filings in BANR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,727 | 4,099 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $256,843 | 4,099 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $268,484 | 4,099 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $267,826 | 4,175 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $266,239 | 4,175 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $278,764 | 4,175 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $278,443 | 4,675 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $232,067 | 4,675 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $230,400 | 4,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $289,331 | 5,402 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $326,826 | 7,484 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $288,269 | 5,302 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $335,086 | 5,302 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $334,865 | 5,668 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $210,337 | 3,742 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $304,999 | 5,211 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $204,275 | 3,367 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $371,784 | 6,734 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||