As of the latest SEC filings, BANNER CORP (BANR) is held by 276 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $125,038,785.68 in market value, representing 0.14% of its portfolio.
Funds holding BANNER CORP (BANR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BANR
- CIK:
- 0000946673
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.14% | $125,038,785.68 | 2,060,626 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $65,830,518.40 | 1,084,880 | Mar 31, 2026 | May 28, 2026 |
|
SCHD
Schwab U.S. Dividend Equity ETF
|
ETF | Charles Schwab | 0.07% | $61,800,327.05 | 1,050,133 | Feb 28, 2026 | Apr 24, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.07% | $50,231,814.20 | 827,815 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $47,675,608.52 | 785,689 | Mar 31, 2026 | May 28, 2026 |
|
-
Small Cap Core Fund
|
ETF | John Hancock | 2.00% | $39,876,887.98 | 595,978 | Apr 30, 2026 | Jun 25, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.13% | $31,145,185.50 | 529,230 | Feb 28, 2026 | Apr 29, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $30,377,075.48 | 500,611 | Mar 31, 2026 | May 28, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 0.68% | $30,340,000.00 | 500,000 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $28,987,486.21 | 433,231 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $23,015,802.64 | 379,298 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $22,340,446.08 | 333,888 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.53% | $19,772,031.88 | 325,841 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.25% | $18,816,746.64 | 310,098 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.13% | $18,679,791.88 | 307,841 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.14% | $17,678,207.80 | 291,335 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.12% | $15,919,427.93 | 237,923 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $15,394,184.43 | 230,073 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.10% | $15,238,685.59 | 227,749 | Apr 30, 2026 | Jun 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.15% | $14,055,187.04 | 231,628 | Mar 31, 2026 | May 28, 2026 |
|
KBE
State Street(R) SPDR(R) S&P(R) Bank ETF
|
ETF | State Street (SPDR) | 1.02% | $13,108,518.36 | 216,027 | Mar 31, 2026 | May 29, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.31% | $11,857,054.19 | 177,209 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.15% | $11,632,437.32 | 173,852 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.15% | $11,342,516.29 | 169,519 | Apr 30, 2026 | Jun 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.27% | $10,838,176.16 | 178,612 | Mar 31, 2026 | May 28, 2026 |
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