EverSource Wealth Advisors’s Banner Corp BANR Stock Holding History

EverSource Wealth Advisors’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	$36.6K	Sell	603 -14	-2%	-$868	﹤0.01%	2116
2025 Q4	$38.7K	Sell	617 -168	-21%	-$10.6K	﹤0.01%	1930
2025 Q3	$51.4K	Buy	785 +82	+12%	+$5.4K	﹤0.01%	1687
2025 Q2	$45.1K	Buy	+703	New	+$43.5K	﹤0.01%	1688
2025 Q1	–	Sell	-12	Closed	-$801	–	4037
2024 Q4	$801	Buy	+12	New	+$820	﹤0.01%	3040
2023 Q2	–	Sell	-259	Closed	-$14.1K	–	2506
2023 Q1	$14.1K	Sell	259 -59	-19%	-$3.6K	﹤0.01%	1222
2022 Q4	$20.1K	Hold	318	–	–	﹤0.01%	1070
2022 Q3	$18K	Hold	318	–	–	﹤0.01%	930
2022 Q2	$18K	Hold	318	–	–	﹤0.01%	850
2022 Q1	$19K	Hold	318	–	–	﹤0.01%	711
2021 Q4	$19K	Buy	+318	New	+$18.8K	0.01%	702

Other funds holding BANR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return