GWM
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Gilpin Wealth Management’s Banner Corp BANR Stock Holding History

Gilpin Wealth Management’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
Q3 		$335 Hold
5
– – ﹤0.01% 969
2026
Q2 		$333 Buy
5
+3
+150% +$195 ﹤0.01% 798
2026
Q1 		$122 Hold
2
– – ﹤0.01% 938
2025
Q4 		$126 Buy
+2
New +$126 ﹤0.01% 775

Other funds holding BANR

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's BANR Position: Q3 2026 in Review

Gilpin Wealth Management held its Banner Corp (BANR) position steady in Q3 2026 at 5 shares worth $335. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Gilpin Wealth Management first reported a position in BANR in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold BANR as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Banner Corp worth $335 as of Q3 2026.
  • Gilpin Wealth Management left its Banner Corp share count unchanged in Q3 2026.
  • Banner Corp made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #969 holding.
  • Gilpin Wealth Management first reported a position in Banner Corp in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Banner Corp as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.