Creative Planning
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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
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Creative Planning's BANR Position: Q1 2025 in Review

Creative Planning sold out of Banner Corp (BANR) in Q1 2025, closing a stake of 5,725 shares — an estimated $382K sold.

Creative Planning first reported a position in BANR in Q4 2014 and held it in 14 quarters. The position peaked at $382K in Q4 2024. 217 funds tracked by Wall St. Rank hold BANR as of Q1 2025.

  • Creative Planning reported no remaining Banner Corp position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 5,725 Banner Corp shares in Q1 2025, an estimated $382K.
  • Creative Planning first reported a position in Banner Corp in Q4 2014 and held it in 14 quarters.
  • Creative Planning's Banner Corp position peaked at $382K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Banner Corp as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.