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Opal Wealth Advisors’s Banner Corp BANR Stock Holding History

Opal Wealth 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
Q2 		– Sell
-452
Closed -$27.4K – 260
2026
Q1 		$27.4K Buy
+452
New +$28K 0.01% 532
2025
Q3 		– Sell
-538
Closed -$34.5K – 228
2025
Q2 		$34.5K Buy
538
+8
+2% +$495 0.01% 448
2025
Q1 		$33.8K Buy
+530
New +$35.7K 0.01% 419
2024
Q3 		– Sell
-48
Closed -$2.38K – 278
2024
Q2 		$2.38K Buy
+48
New +$2.21K ﹤0.01% 937

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

Opal Wealth Advisors's BANR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Banner Corp (BANR) in Q2 2026, closing a stake of 452 shares — an estimated $27.4K sold.

Opal Wealth Advisors first reported a position in BANR in Q2 2024 and held it in 4 quarters. The position peaked at $34.5K in Q2 2025. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Banner Corp position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 452 Banner Corp shares in Q2 2026, an estimated $27.4K.
  • Opal Wealth Advisors first reported a position in Banner Corp in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's Banner Corp position peaked at $34.5K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.