Global Retirement Partners’s Banner Corp BANR Stock Holding History

Global Retirement Partners’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
2025 Q4	$75K	Buy	1,197 +9	+0.8%	+$568	﹤0.01%	2093
2025 Q3	$77.8K	Sell	1,188 -22	-2%	-$1.45K	﹤0.01%	1641
2025 Q2	$77.6K	Buy	+1,210	New	+$74.8K	﹤0.01%	1548
2023 Q1	–	Sell	-32	Closed	-$2.02K	–	3204
2022 Q4	$2.02K	Hold	32	–	–	﹤0.01%	2360
2022 Q3	$2K	Buy	32 +20	+167%	+$1.21K	﹤0.01%	2197
2022 Q2	$1K	Buy	+12	New	+$670	﹤0.01%	2351
2020 Q4	–	Sell	-1,011	Closed	-$33K	–	1728
2020 Q3	$33K	Hold	1,011	–	–	﹤0.01%	750
2020 Q2	$38K	Hold	1,011	–	–	0.01%	711
2020 Q1	$33K	Hold	1,011	–	–	0.01%	667
2019 Q4	$57K	Buy	+1,011	New	+$55.9K	0.01%	610

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Victory Capital Management

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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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return