Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Banner Corp BANR Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$161K Buy
2,653
+825
+45% +$51.2K ﹤0.01% 2907
2025
Q4 		$115K Buy
1,828
+209
+13% +$13.2K ﹤0.01% 2961
2025
Q3 		$106K Buy
1,619
+291
+22% +$19.2K ﹤0.01% 2937
2025
Q2 		$85K Sell
1,328
-30
-2% -$1.85K ﹤0.01% 2854
2025
Q1 		$87K Buy
1,358
+122
+10% +$8.22K ﹤0.01% 2533
2024
Q4 		$82K Sell
1,236
-1,039
-46% -$71K ﹤0.01% 2412
2024
Q3 		$136K Buy
2,275
+371
+19% +$21K ﹤0.01% 1994
2024
Q2 		$94K Buy
1,904
+715
+60% +$32.9K ﹤0.01% 2006
2024
Q1 		$57K Buy
1,189
+54
+5% +$2.53K ﹤0.01% 2214
2023
Q4 		$61K Buy
1,135
+378
+50% +$17.4K ﹤0.01% 2044
2023
Q3 		$32K Buy
757
+683
+923% +$30.6K ﹤0.01% 2361
2023
Q2 		$3K Sell
74
-131
-64% -$6.19K ﹤0.01% 3601
2023
Q1 		$11K Sell
205
-42
-17% -$2.56K ﹤0.01% 2878
2022
Q4 		$16K Buy
247
+2
+0.8% +$134 ﹤0.01% 2501
2022
Q3 		$14K Buy
245
+60
+32% +$3.62K ﹤0.01% 2451
2022
Q2 		$10K Sell
185
-320
-63% -$17.9K ﹤0.01% 2562
2022
Q1 		$30K Buy
505
+272
+117% +$16.8K ﹤0.01% 1836
2021
Q4 		$14K Buy
+233
New +$13.8K ﹤0.01% 2157

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BANR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Banner Corp (BANR) stake by 45% in Q1 2026, buying an estimated $51.2K and bringing the position to 2,653 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Carson Wealth (CWM LLC) first reported a position in BANR in Q4 2021 and has held it in 18 quarters since. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,653 shares of Banner Corp worth $161K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 825 Banner Corp shares in Q1 2026, an estimated $51.2K.
  • Banner Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2907 holding.
  • Carson Wealth (CWM LLC) first reported a position in Banner Corp in Q4 2021 and has held it in 18 quarters since.
  • 269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.