LRI Investments’s Banner Corp BANR Stock Holding History

LRI Investments’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	$133	Sell	2 -91	-98%	-$5.91K	﹤0.01%	1812
2026 Q1	$5.64K	Hold	93	–	–	﹤0.01%	1062
2025 Q4	$5.85K	Hold	93	–	–	﹤0.01%	1015
2025 Q3	$6.12K	Hold	93	–	–	﹤0.01%	996
2025 Q2	$5.99K	Hold	93	–	–	﹤0.01%	972
2025 Q1	$5.96K	Buy	93 +26	+39%	+$1.75K	﹤0.01%	899
2024 Q4	$4.5K	Buy	+67	New	+$4.58K	﹤0.01%	959

Other funds holding BANR

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

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return