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J.W. Cole Advisors’s Banner Corp BANR Stock Holding History

J.W. Cole 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
2025
Q4 		– Sell
-4,714
Closed -$309K – 1467
2025
Q3 		$309K Sell
4,714
-33
-0.7% -$2.17K 0.01% 1201
2025
Q2 		$305K Buy
+4,747
New +$294K 0.01% 1137
2025
Q1 		– Sell
-6,202
Closed -$414K – 1256
2024
Q4 		$414K Sell
6,202
-436
-7% -$29.8K 0.02% 672
2024
Q3 		$395K Hold
6,638
– – 0.02% 687
2024
Q2 		$330K Hold
6,638
– – 0.02% 677
2024
Q1 		$312K Buy
6,638
+36
+0.5% +$1.69K 0.02% 677
2023
Q4 		$354K Buy
+6,602
New +$304K 0.02% 587
2020
Q4 		– Sell
-6,637
Closed -$214K – 651
2020
Q3 		$214K Buy
+6,637
New +$234K 0.02% 651

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

J.W. Cole Advisors's BANR Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Banner Corp (BANR) in Q4 2025, closing a stake of 4,714 shares — an estimated $309K sold.

J.W. Cole Advisors first reported a position in BANR in Q3 2020 and held it in 8 quarters. The position peaked at $414K in Q4 2024. 248 funds tracked by Wall St. Rank hold BANR as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Banner Corp position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,714 Banner Corp shares in Q4 2025, an estimated $309K.
  • J.W. Cole Advisors first reported a position in Banner Corp in Q3 2020 and held it in 8 quarters.
  • J.W. Cole Advisors's Banner Corp position peaked at $414K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Banner Corp as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.