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Pinnacle Wealth Planning Services’s Banner Corp BANR Stock Holding History

Pinnacle Wealth Planning Services’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 		$38.6K Buy
581
+46
+9% +$2.99K ﹤0.01% 1453
2026
Q1 		$32.5K Sell
535
-223
-29% -$13.8K ﹤0.01% 1446
2025
Q4 		$47.5K Buy
+758
New +$47.9K 0.01% 1227
2021
Q1 		– Sell
-81
Closed -$4K – 501
2020
Q4 		$4K Buy
+81
New +$3.34K ﹤0.01% 1710

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

Pinnacle Wealth Planning Services's BANR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Banner Corp (BANR) stake by 8.6% in Q2 2026, buying an estimated $2.99K and bringing the position to 581 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Pinnacle Wealth Planning Services first reported a position in BANR in Q4 2020 and has held it in 4 quarters since. The position peaked at $47.5K in Q4 2025. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 581 shares of Banner Corp worth $38.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 46 Banner Corp shares in Q2 2026, an estimated $2.99K.
  • Banner Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1453 holding.
  • Pinnacle Wealth Planning Services first reported a position in Banner Corp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Banner Corp position peaked at $47.5K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.