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Financial Life Planners’s Banner Corp BANR Stock Holding History

Financial Life Planners’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 		$33.3K Buy
500
+4
+0.8% +$260 0.02% 147
2026
Q1 		$30.1K Buy
+496
New +$30.8K 0.02% 150
2025
Q4 		– Sell
-489
Closed -$32K – 89
2025
Q3 		$32K Buy
+489
New +$32.2K 0.02% 160
2025
Q1 		– Sell
-478
Closed -$31.9K – 115
2024
Q4 		$31.9K Buy
+478
New +$32.7K 0.03% 161

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

Financial Life Planners's BANR Position: Q2 2026 in Review

Financial Life Planners increased its Banner Corp (BANR) stake by 0.81% in Q2 2026, buying an estimated $260 and bringing the position to 500 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #147.

Financial Life Planners first reported a position in BANR in Q4 2024 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Financial Life Planners held 500 shares of Banner Corp worth $33.3K as of Q2 2026.
  • Financial Life Planners bought 4 Banner Corp shares in Q2 2026, an estimated $260.
  • Banner Corp made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #147 holding.
  • Financial Life Planners first reported a position in Banner Corp in Q4 2024 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.