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Lodestone Wealth Management’s Banner Corp BANR Stock Holding History

Lodestone Wealth Management’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 		$51.4K Buy
774
+4
+0.5% +$260 0.02% 311
2026
Q1 		$46.7K Sell
770
-288
-27% -$17.9K 0.02% 305
2025
Q4 		$66.3K Buy
+1,058
New +$66.8K 0.03% 262

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

Lodestone Wealth Management's BANR Position: Q2 2026 in Review

Lodestone Wealth Management increased its Banner Corp (BANR) stake by 0.52% in Q2 2026, buying an estimated $260 and bringing the position to 774 shares worth $51.4K. The position accounts for 0.02% of the portfolio, ranked #311.

Lodestone Wealth Management first reported a position in BANR in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.3K in Q4 2025. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Lodestone Wealth Management held 774 shares of Banner Corp worth $51.4K as of Q2 2026.
  • Lodestone Wealth Management bought 4 Banner Corp shares in Q2 2026, an estimated $260.
  • Banner Corp made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #311 holding.
  • Lodestone Wealth Management first reported a position in Banner Corp in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Banner Corp position peaked at $66.3K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.