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Merriman Wealth Management’s Banner Corp BANR Stock Holding History

Merriman 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
2024
Q4 		$3.01M Sell
45,153
-4,780
-10% -$327K 0.13% 54
2024
Q3 		$2.97M Buy
49,933
+27,855
+126% +$1.57M 0.12% 66
2024
Q2 		$1.1M Sell
22,078
-310
-1% -$14.3K 0.05% 93
2024
Q1 		$1.07M Sell
22,388
-19,891
-47% -$931K 0.05% 90
2023
Q4 		$2.26M Buy
42,279
+14,066
+50% +$648K 0.11% 69
2023
Q3 		$1.2M Hold
28,213
– – 0.06% 72
2023
Q2 		$1.23M Sell
28,213
-2,205
-7% -$104K 0.06% 90
2023
Q1 		$1.65M Sell
30,418
-6,542
-18% -$399K 0.09% 69
2022
Q4 		$2.34M Buy
36,960
+32,003
+646% +$2.15M 0.12% 68
2022
Q3 		$293K Hold
4,957
– – 0.02% 134
2022
Q2 		$279K Sell
4,957
-16,854
-77% -$941K 0.02% 133
2022
Q1 		$1.28M Sell
21,811
-11,966
-35% -$737K 0.1% 68
2021
Q4 		$2.05M Sell
33,777
-659
-2% -$39K 0.15% 70
2021
Q3 		$1.9M Sell
34,436
-1,000
-3% -$53.9K 0.16% 71
2021
Q2 		$1.92M Sell
35,436
-1,100
-3% -$62.3K 0.16% 86
2021
Q1 		$1.95M Sell
36,536
-87
-0.2% -$4.53K 0.22% 68
2020
Q4 		$1.71M Buy
36,623
+3
+0% +$124 0.18% 83
2020
Q3 		$1.18M Sell
36,620
-2,800
-7% -$98.6K 0.18% 77
2020
Q2 		$1.5M Hold
39,420
– – 0.24% 65
2020
Q1 		$1.3M Sell
39,420
-2,540
-6% -$120K 0.28% 49
2019
Q4 		$2.38M Sell
41,960
-2,044
-5% -$113K 0.46% 50
2019
Q3 		$2.47M Sell
44,004
-4,907
-10% -$271K 0.5% 52
2019
Q2 		$26.7K Sell
48,911
-439
-0.9% -$23.5K 0.51% 49
2019
Q1 		$2.67M Sell
49,350
-262
-0.5% -$14.9K 0.51% 49
2018
Q4 		$2.72M Hold
49,612
– – 0.59% 26
2018
Q3 		$3.08M Sell
49,612
-2,955
-6% -$189K 0.66% 33
2018
Q2 		$3.16M Sell
52,567
-2,800
-5% -$164K 0.72% 32
2018
Q1 		$3.07M Sell
55,367
-118
-0.2% -$6.59K 0.81% 26
2017
Q4 		$3.06M Buy
55,485
+2,470
+5% +$143K 0.75% 33
2017
Q3 		$3.25M Buy
+53,015
New +$3M 0.77% 37

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Merriman Wealth Management's BANR Position: Q4 2024 in Review

Merriman Wealth Management reduced its Banner Corp (BANR) stake by 9.6% in Q4 2024, selling an estimated $327K and leaving 45,153 shares worth $3.01M. The position accounts for 0.13% of the portfolio, ranked #54.

Merriman Wealth Management first reported a position in BANR in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.25M in Q3 2017. 211 funds tracked by Wall St. Rank hold BANR as of Q4 2024.

  • Merriman Wealth Management held 45,153 shares of Banner Corp worth $3.01M as of Q4 2024.
  • Merriman Wealth Management sold 4,780 Banner Corp shares in Q4 2024, an estimated $327K.
  • Banner Corp made up 0.13% of Merriman Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Merriman Wealth Management first reported a position in Banner Corp in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Banner Corp position peaked at $3.25M in Q3 2017.
  • 211 funds tracked by Wall St. Rank held Banner Corp as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.