Creative Planning
BANR icon

Creative Planning’s Banner Corp BANR Stock Holding History

Creative Planning’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 		$339K Buy
+5,106
New +$332K ﹤0.01% 3480
2025
Q1 		– Sell
-5,725
Closed -$382K – 3489
2024
Q4 		$382K Buy
+5,725
New +$391K ﹤0.01% 2471
2021
Q2 		– Sell
-4,416
Closed -$236K – 2114
2021
Q1 		$236K Hold
4,416
– – ﹤0.01% 1967
2020
Q4 		$206K Buy
+4,416
New +$182K ﹤0.01% 1887
2020
Q1 		– Sell
-4,595
Closed -$260K – 1884
2019
Q4 		$260K Buy
+4,595
New +$254K ﹤0.01% 1490
2017
Q3 		– Sell
-1,913
Closed -$108K – 2043
2017
Q2 		$108K Buy
1,913
+85
+5% +$4.68K ﹤0.01% 1928
2017
Q1 		$102K Buy
1,828
+6
+0.3% +$343 ﹤0.01% 1941
2016
Q4 		$102K Buy
1,822
+8
+0.4% +$392 ﹤0.01% 1846
2016
Q3 		$79K Buy
1,814
+7
+0.4% +$301 ﹤0.01% 2001
2016
Q2 		$77K Sell
1,807
-241
-12% -$10.3K ﹤0.01% 1836
2016
Q1 		$86K Buy
2,048
+329
+19% +$13.5K ﹤0.01% 1719
2015
Q4 		$79K Buy
1,719
+5
+0.3% +$247 ﹤0.01% 1774
2015
Q3 		$82K Buy
+1,714
New +$79.7K ﹤0.01% 1706
2015
Q2 		– Sell
-1,302
Closed -$60K – 1261
2015
Q1 		$60K Buy
1,302
+6
+0.5% +$260 ﹤0.01% 1889
2014
Q4 		$56K Buy
+1,296
New +$53.7K ﹤0.01% 1929

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Creative Planning's BANR Position: Q2 2026 in Review

Creative Planning opened a new position in Banner Corp (BANR) in Q2 2026: 5,106 shares worth $339K. The stake represents ﹤0.01% of the portfolio and ranks #3480 among its holdings. This is a return to the name: Creative Planning previously reported a position in BANR as recently as Q4 2024.

Creative Planning first reported a position in BANR in Q4 2014 and has held it in 15 quarters since. The position peaked at $382K in Q4 2024. 288 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Creative Planning held 5,106 shares of Banner Corp worth $339K as of Q2 2026.
  • Banner Corp was a new Creative Planning position in Q2 2026.
  • Banner Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3480 holding.
  • Creative Planning first reported a position in Banner Corp in Q4 2014 and has held it in 15 quarters since.
  • Creative Planning's Banner Corp position peaked at $382K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.