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JFS Wealth Advisors’s Banner Corp BANR Stock Holding History

JFS Wealth 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
Q2 		$1.86K Buy
28
+6
+27% +$390 ﹤0.01% 1628
2026
Q1 		$1.33K Hold
22
– – ﹤0.01% 1608
2025
Q4 		$1.38K Buy
22
+7
+47% +$442 ﹤0.01% 1645
2025
Q3 		$983 Sell
15
-2
-12% -$132 ﹤0.01% 1631
2025
Q2 		$1.09K Sell
17
-2
-11% -$124 ﹤0.01% 1553
2025
Q1 		$1.21K Buy
19
+4
+27% +$269 ﹤0.01% 1610
2024
Q4 		$1K Hold
15
– – ﹤0.01% 1673
2024
Q3 		$894 Buy
15
+1
+7% +$57 ﹤0.01% 1718
2024
Q2 		$695 Buy
14
+8
+133% +$368 ﹤0.01% 1750
2024
Q1 		$288 Hold
6
– – ﹤0.01% 1864
2023
Q4 		$322 Buy
6
+3
+100% +$138 ﹤0.01% 1854
2023
Q3 		$128 Sell
3
-11
-79% -$493 ﹤0.01% 1894
2023
Q2 		$612 Sell
14
-2
-13% -$94 ﹤0.01% 1722
2023
Q1 		$870 Sell
16
-4
-20% -$244 ﹤0.01% 1616
2022
Q4 		$1.26K Buy
20
+1
+5% +$67 ﹤0.01% 1541
2022
Q3 		$1K Sell
19
-2
-10% -$121 ﹤0.01% 1480
2022
Q2 		$1K Buy
21
+8
+62% +$447 ﹤0.01% 1465
2022
Q1 		$1K Buy
13
+9
+225% +$555 ﹤0.01% 1576
2021
Q4 		$0 Buy
+4
New +$237 ﹤0.01% 1711

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

JFS Wealth Advisors's BANR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Banner Corp (BANR) stake by 27% in Q2 2026, buying an estimated $390 and bringing the position to 28 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

JFS Wealth Advisors first reported a position in BANR in Q4 2021 and has held it in 19 quarters since. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • JFS Wealth Advisors held 28 shares of Banner Corp worth $1.86K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Banner Corp shares in Q2 2026, an estimated $390.
  • Banner Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1628 holding.
  • JFS Wealth Advisors first reported a position in Banner Corp in Q4 2021 and has held it in 19 quarters since.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.