Kowal Investment Group’s Banner Corp BANR Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-35	Closed	-$2K	–	200
2021 Q3	$2K	Buy	+35	New	+$1.89K	﹤0.01%	778

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kowal Investment Group's BANR Position: Q4 2021 in Review

Kowal Investment Group sold out of Banner Corp (BANR) in Q4 2021, closing a stake of 35 shares — an estimated $2K sold.

Kowal Investment Group first reported a position in BANR in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 205 funds tracked by Wall St. Rank hold BANR as of Q4 2021.

Kowal Investment Group reported no remaining Banner Corp position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 35 Banner Corp shares in Q4 2021, an estimated $2K.
Kowal Investment Group first reported a position in Banner Corp in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Banner Corp position peaked at $2K in Q3 2021.
205 funds tracked by Wall St. Rank held Banner Corp as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.