Integrated Wealth Concepts’s Banner Corp BANR Stock Holding History

Integrated Wealth Concepts’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	$75.8K	Buy	+1,142	New	+$74.2K	﹤0.01%	3026

Other funds holding BANR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Integrated Wealth Concepts's BANR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Banner Corp (BANR) in Q2 2026: 1,142 shares worth $75.8K. The stake represents ﹤0.01% of the portfolio and ranks #3026 among its holdings.

287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

Integrated Wealth Concepts held 1,142 shares of Banner Corp worth $75.8K as of Q2 2026.
Banner Corp was a new Integrated Wealth Concepts position in Q2 2026.
Banner Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3026 holding.
287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.