Badgley Phelps Wealth Managers’s Banner Corp BANR Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio BANR Stock Details BANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$272K	Hold	4,099	–	–	﹤0.01%	301
2026 Q1	$249K	Hold	4,099	–	–	0.01%	303
2025 Q4	$257K	Hold	4,099	–	–	﹤0.01%	294
2025 Q3	$268K	Sell	4,099 -76	-2%	-$5K	0.01%	271
2025 Q2	$268K	Hold	4,175	–	–	0.01%	270
2025 Q1	$266K	Hold	4,175	–	–	0.01%	268
2024 Q4	$279K	Sell	4,175 -500	-11%	-$34.2K	0.01%	264
2024 Q3	$278K	Hold	4,675	–	–	0.01%	257
2024 Q2	$232K	Sell	4,675 -125	-3%	-$5.75K	0.01%	240
2024 Q1	$230K	Sell	4,800 -602	-11%	-$28.2K	0.01%	235
2023 Q4	$289K	Buy	+5,402	New	+$249K	0.01%	219
2023 Q3	–	Sell	-7,484	Closed	-$327K	–	230
2023 Q2	$327K	Buy	7,484 +2,182	+41%	+$103K	0.01%	200
2023 Q1	$288K	Hold	5,302	–	–	0.01%	182
2022 Q4	$335K	Sell	5,302 -366	-6%	-$24.6K	0.01%	169
2022 Q3	$335K	Buy	5,668 +1,926	+51%	+$116K	0.01%	160
2022 Q2	$210K	Sell	3,742 -1,469	-28%	-$82K	0.01%	192
2022 Q1	$305K	Buy	5,211 +1,844	+55%	+$114K	0.01%	177
2021 Q4	$204K	Sell	3,367 -3,367	-50%	-$199K	0.01%	208
2021 Q3	$372K	Buy	+6,734	New	+$363K	0.01%	170

Other funds holding BANR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Badgley Phelps Wealth Managers's BANR Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its Banner Corp (BANR) position steady in Q2 2026 at 4,099 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Badgley Phelps Wealth Managers first reported a position in BANR in Q3 2021 and has held it in 19 quarters since. The position peaked at $372K in Q3 2021. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

Badgley Phelps Wealth Managers held 4,099 shares of Banner Corp worth $272K as of Q2 2026.
Badgley Phelps Wealth Managers left its Banner Corp share count unchanged in Q2 2026.
Banner Corp made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #301 holding.
Badgley Phelps Wealth Managers first reported a position in Banner Corp in Q3 2021 and has held it in 19 quarters since.
Badgley Phelps Wealth Managers's Banner Corp position peaked at $372K in Q3 2021.
287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.