Commonwealth Equity Services
BANR icon

Commonwealth Equity Services’s Banner Corp BANR Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-5,118
Closed -$326K – 4260
2025
Q1 		$326K Buy
5,118
+11
+0.2% +$741 ﹤0.01% 3421
2024
Q4 		$341K Buy
5,107
+1
+0% +$68 ﹤0.01% 3300
2024
Q3 		$304K Buy
5,106
+21
+0.4% +$1.19K ﹤0.01% 3345
2024
Q2 		$252K Sell
5,085
-40
-0.8% -$1.84K ﹤0.01% 3453
2024
Q1 		$246K Buy
5,125
+88
+2% +$4.12K ﹤0.01% 3459
2023
Q4 		$270K Sell
5,037
-2,141
-30% -$98.6K ﹤0.01% 3256
2023
Q3 		$304K Sell
7,178
-437
-6% -$19.6K ﹤0.01% 3025
2023
Q2 		$333K Buy
7,615
+100
+1% +$4.72K ﹤0.01% 2956
2023
Q1 		$408 Buy
7,515
+1,153
+18% +$70.4K ﹤0.01% 2718
2022
Q4 		$402K Sell
6,362
-950
-13% -$63.8K ﹤0.01% 2646
2022
Q3 		$432K Sell
7,312
-3,573
-33% -$216K ﹤0.01% 2538
2022
Q2 		$611K Sell
10,885
-8,354
-43% -$467K ﹤0.01% 2262
2022
Q1 		$1.13M Buy
19,239
+736
+4% +$45.4K ﹤0.01% 1902
2021
Q4 		$1.12M Buy
18,503
+501
+3% +$29.6K ﹤0.01% 1905
2021
Q3 		$993K Buy
18,002
+3,646
+25% +$196K ﹤0.01% 1928
2021
Q2 		$778K Sell
14,356
-7,615
-35% -$431K ﹤0.01% 2108
2021
Q1 		$1.17M Buy
21,971
+8,782
+67% +$457K ﹤0.01% 1684
2020
Q4 		$614K Hold
13,189
– – ﹤0.01% 2009
2020
Q3 		$425K Hold
13,189
– – ﹤0.01% 2076
2020
Q2 		$501K Hold
13,189
– – ﹤0.01% 1884
2020
Q1 		$435K Sell
13,189
-181
-1% -$8.58K ﹤0.01% 1787
2019
Q4 		$756K Buy
13,370
+675
+5% +$37.4K ﹤0.01% 1606
2019
Q3 		$713K Sell
12,695
-42
-0.3% -$2.32K ﹤0.01% 1574
2019
Q2 		$689K Sell
12,737
-160
-1% -$8.58K ﹤0.01% 1579
2019
Q1 		$698K Buy
+12,897
New +$733K ﹤0.01% 1522
2017
Q1 		– Sell
-6,930
Closed -$387K – 2421
2016
Q4 		$387K Buy
+6,930
New +$340K ﹤0.01% 1585

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services's BANR Position: Q2 2025 in Review

Commonwealth Equity Services sold out of Banner Corp (BANR) in Q2 2025, closing a stake of 5,118 shares — an estimated $326K sold.

Commonwealth Equity Services first reported a position in BANR in Q4 2016 and held it in 26 quarters. The position peaked at $1.17M in Q1 2021. 231 funds tracked by Wall St. Rank hold BANR as of Q2 2025.

  • Commonwealth Equity Services reported no remaining Banner Corp position as of Q2 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,118 Banner Corp shares in Q2 2025, an estimated $326K.
  • Commonwealth Equity Services first reported a position in Banner Corp in Q4 2016 and held it in 26 quarters.
  • Commonwealth Equity Services's Banner Corp position peaked at $1.17M in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Banner Corp as of Q2 2025.

Based on Commonwealth Equity Services's 13F filing for Q2 2025, filed 6 Aug 2025.