Jones Financial Companies
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Jones Financial Companies’s Banner Corp BANR Stock Holding History

Jones Financial Companies’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 		$413K Buy
6,910
+6,289
+1,013% +$390K ﹤0.01% 2133
2025
Q4 		$38.9K Buy
621
+171
+38% +$10.8K ﹤0.01% 2648
2025
Q3 		$29.3K Sell
450
-50
-10% -$3.29K ﹤0.01% 2602
2025
Q2 		$32K Buy
+500
New +$30.9K ﹤0.01% 2404
2025
Q1 		– Sell
-500
Closed -$33.4K – 3712
2024
Q4 		$33.4K Sell
500
-500
-50% -$34.2K ﹤0.01% 2049
2024
Q3 		$58.8K Hold
1,000
– – ﹤0.01% 1583
2024
Q2 		$49.6K Buy
+1,000
New +$46K ﹤0.01% 1255

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies's BANR Position: Q1 2026 in Review

Jones Financial Companies increased its Banner Corp (BANR) stake by 1,013% in Q1 2026, buying an estimated $390K and bringing the position to 6,910 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Jones Financial Companies first reported a position in BANR in Q2 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

  • Jones Financial Companies held 6,910 shares of Banner Corp worth $413K as of Q1 2026.
  • Jones Financial Companies bought 6,289 Banner Corp shares in Q1 2026, an estimated $390K.
  • Banner Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2133 holding.
  • Jones Financial Companies first reported a position in Banner Corp in Q2 2024 and has held it in 7 quarters since.
  • 269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.