MASECO Private Wealth’s Banner Corp BANR Stock Holding History

MASECO Private Wealth’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	–	Sell	-215	Closed	-$13.4K	–	401
2025 Q4	$13.4K	Buy	215 +2	+0.9%	+$126	﹤0.01%	305
2025 Q3	$13.9K	Buy	213 +2	+0.9%	+$132	﹤0.01%	158
2025 Q2	$13.6K	Buy	+211	New	+$13K	﹤0.01%	301

Other funds holding BANR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MASECO Private Wealth's BANR Position: Q1 2026 in Review

MASECO Private Wealth sold out of Banner Corp (BANR) in Q1 2026, closing a stake of 215 shares — an estimated $13.4K sold.

MASECO Private Wealth first reported a position in BANR in Q2 2025 and held it in 3 quarters. The position peaked at $13.9K in Q3 2025. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

MASECO Private Wealth reported no remaining Banner Corp position as of Q1 2026 after selling out during the quarter.
MASECO Private Wealth sold 215 Banner Corp shares in Q1 2026, an estimated $13.4K.
MASECO Private Wealth first reported a position in Banner Corp in Q2 2025 and held it in 3 quarters.
MASECO Private Wealth's Banner Corp position peaked at $13.9K in Q3 2025.
269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.