DiNuzzo Private Wealth’s Banner Corp BANR Stock Holding History

DiNuzzo Private Wealth’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	$399	Hold	6	–	–	﹤0.01%	1156
2026 Q1	$365	Hold	6	–	–	﹤0.01%	1155
2025 Q4	$376	Hold	6	–	–	﹤0.01%	1155
2025 Q3	$403	Hold	6	–	–	﹤0.01%	1139
2025 Q2	$385	Hold	6	–	–	﹤0.01%	1141
2025 Q1	$383	Hold	6	–	–	﹤0.01%	1133
2024 Q4	$401	Hold	6	–	–	﹤0.01%	1144
2024 Q3	$358	Hold	6	–	–	﹤0.01%	1194
2024 Q2	$298	Buy	6 +1	+20%	+$46	﹤0.01%	1188
2024 Q1	$240	Hold	5	–	–	﹤0.01%	1176
2023 Q4	$268	Buy	+5	New	+$230	﹤0.01%	1158

Other funds holding BANR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return