JWA
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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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
TM
Torren Management San Diego, California $197M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return