Bogart Wealth LLC’s Banner Corp BANR Stock Holding History

Bogart Wealth LLC’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
2025 Q1	–	Sell	-21	Closed	-$1.4K	–	1423
2024 Q4	$1.4K	Buy	+21	New	+$1.44K	﹤0.01%	1167

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bogart Wealth LLC's BANR Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Banner Corp (BANR) in Q1 2025, closing a stake of 21 shares — an estimated $1.4K sold.

Bogart Wealth LLC first reported a position in BANR in Q4 2024 and held it in 1 quarter. The position peaked at $1.4K in Q4 2024. 217 funds tracked by Wall St. Rank hold BANR as of Q1 2025.

Bogart Wealth LLC reported no remaining Banner Corp position as of Q1 2025 after selling out during the quarter.
Bogart Wealth LLC sold 21 Banner Corp shares in Q1 2025, an estimated $1.4K.
Bogart Wealth LLC first reported a position in Banner Corp in Q4 2024 and held it in 1 quarter.
Bogart Wealth LLC's Banner Corp position peaked at $1.4K in Q4 2024.
217 funds tracked by Wall St. Rank held Banner Corp as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.