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Mount Yale Investment Advisors’s Banner Corp BANR Stock Holding History

Mount Yale Investment Advisors’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 		$393K Buy
+6,471
New +$401K 0.01% 796
2025
Q3 		– Sell
-5,637
Closed -$362K – 758
2025
Q2 		$362K Buy
5,637
+107
+2% +$6.62K 0.03% 414
2025
Q1 		$353K Sell
5,530
-97
-2% -$6.53K 0.03% 394
2024
Q4 		$376K Sell
5,627
-14
-0.2% -$957 0.03% 393
2024
Q3 		$336K Buy
5,641
+875
+18% +$49.5K 0.03% 404
2024
Q2 		$237K Sell
4,766
-18
-0.4% -$828 0.02% 490
2024
Q1 		$230K Sell
4,784
-50
-1% -$2.34K 0.02% 497
2023
Q4 		$259K Buy
+4,834
New +$223K 0.02% 447
2023
Q2 		– Sell
-4,573
Closed -$249K – 485
2023
Q1 		$249K Sell
4,573
-862
-16% -$52.6K 0.03% 421
2022
Q4 		$343K Sell
5,435
-537
-9% -$36K 0.04% 335
2022
Q3 		$353K Sell
5,972
-95
-2% -$5.73K 0.05% 312
2022
Q2 		$341K Buy
6,067
+604
+11% +$33.7K 0.04% 329
2022
Q1 		$320K Buy
5,463
+652
+14% +$40.2K 0.03% 349
2021
Q4 		$292K Sell
4,811
-77
-2% -$4.56K 0.03% 380
2021
Q3 		$270K Sell
4,888
-7
-0.1% -$377 0.03% 375
2021
Q2 		$265K Sell
4,895
-22
-0.4% -$1.25K 0.03% 346
2021
Q1 		$262K Buy
4,917
+592
+14% +$30.8K 0.03% 345
2020
Q4 		$202K Buy
+4,325
New +$178K 0.03% 378

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's BANR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Banner Corp (BANR) in Q1 2026: 6,471 shares worth $393K. The stake represents 0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in BANR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in BANR in Q4 2020 and has held it in 18 quarters since. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

  • Mount Yale Investment Advisors held 6,471 shares of Banner Corp worth $393K as of Q1 2026.
  • Banner Corp was a new Mount Yale Investment Advisors position in Q1 2026.
  • Banner Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #796 holding.
  • Mount Yale Investment Advisors first reported a position in Banner Corp in Q4 2020 and has held it in 18 quarters since.
  • 269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.