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Financial Planning Hawaii’s Banner Corp BANR Stock Holding History

Financial Planning Hawaii’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 		$289K Sell
4,349
-365
-8% -$23.7K 0.16% 112
2026
Q1 		$286K Hold
4,714
– – 0.17% 107
2025
Q4 		$295K Buy
+4,714
New +$298K 0.17% 107

Other funds holding BANR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Financial Planning Hawaii's BANR Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Banner Corp (BANR) stake by 7.7% in Q2 2026, selling an estimated $23.7K and leaving 4,349 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #112.

Financial Planning Hawaii first reported a position in BANR in Q4 2025 and has held it in 3 quarters since. The position peaked at $295K in Q4 2025. 95 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Financial Planning Hawaii held 4,349 shares of Banner Corp worth $289K as of Q2 2026.
  • Financial Planning Hawaii sold 365 Banner Corp shares in Q2 2026, an estimated $23.7K.
  • Banner Corp made up 0.16% of Financial Planning Hawaii's portfolio in Q2 2026, its #112 holding.
  • Financial Planning Hawaii first reported a position in Banner Corp in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Banner Corp position peaked at $295K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.