IFP Advisors’s Banner Corp BANR Stock Holding History

IFP 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	$1.09K	Hold	18	–	–	﹤0.01%	4188
2025 Q4	$1.13K	Hold	18	–	–	﹤0.01%	4033
2025 Q3	$1.18K	Buy	+18	New	+$1.19K	﹤0.01%	3894
2025 Q2	–	Hold	0	–	–	–	2574
2025 Q1	–	Hold	0	–	–	–	3372
2024 Q4	–	Hold	0	–	–	–	3307
2021 Q3	–	Hold	0	–	–	–	3479
2021 Q2	–	Hold	0	–	–	–	3170
2021 Q1	–	Hold	0	–	–	–	3111
2020 Q4	–	Hold	0	–	–	–	3024
2020 Q3	–	Hold	0	–	–	–	2917
2020 Q2	–	Hold	0	–	–	–	2797
2020 Q1	–	Hold	0	–	–	–	2819
2019 Q4	–	Sell	-60	Closed	-$3.32K	–	2883
2019 Q3	$3K	Buy	+60	New	+$3.31K	﹤0.01%	2507
2017 Q1	–	Sell	-3	Closed	–	–	3987
2016 Q4	$0	Hold	3	–	–	﹤0.01%	3973
2016 Q3	$0	Hold	3	–	–	﹤0.01%	3903
2016 Q2	$0	Buy	+3	New	+$128	﹤0.01%	3836
2016 Q1	–	Sell	-3	Closed	–	–	2437
2015 Q4	$0	Buy	+3	New	+$148	﹤0.01%	3715

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