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Capital Advisors Wealth Management’s Banner Corp BANR Stock Holding History

Capital Advisors Wealth Management’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
Q3 		$285K Buy
+4,248
New +$298K 0.03% 195

Other funds holding BANR

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Capital Advisors Wealth Management's BANR Position: Q3 2026 in Review

Capital Advisors Wealth Management opened a new position in Banner Corp (BANR) in Q3 2026: 4,248 shares worth $285K. The stake represents 0.03% of the portfolio and ranks #195 among its holdings.

13 funds tracked by Wall St. Rank hold BANR as of Q3 2026.

  • Capital Advisors Wealth Management held 4,248 shares of Banner Corp worth $285K as of Q3 2026.
  • Banner Corp was a new Capital Advisors Wealth Management position in Q3 2026.
  • Banner Corp made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #195 holding.
  • 13 funds tracked by Wall St. Rank held Banner Corp as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.