Plante Moran Financial Advisors’s Banner Corp BANR Stock Holding History

Plante Moran Financial 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	$199	Buy	+3	New	+$195	﹤0.01%	1462
2020 Q3	–	Sell	-48	Closed	-$2K	–	838
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	655
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	639
2019 Q4	$3K	Hold	48	–	–	﹤0.01%	652
2019 Q3	$3K	Hold	48	–	–	﹤0.01%	727
2019 Q2	$3K	Hold	48	–	–	﹤0.01%	686
2019 Q1	$3K	Hold	48	–	–	﹤0.01%	675
2018 Q4	$3K	Hold	48	–	–	﹤0.01%	644
2018 Q3	$3K	Hold	48	–	–	﹤0.01%	635
2018 Q2	$3K	Hold	48	–	–	﹤0.01%	672
2018 Q1	$3K	Buy	+48	New	+$2.68K	﹤0.01%	775
2017 Q1	–	Sell	-78	Closed	-$4K	–	882
2016 Q4	$4K	Buy	78 +8	+11%	+$392	﹤0.01%	739
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	770
2016 Q2	$3K	Sell	70 -16	-19%	-$681	﹤0.01%	707
2016 Q1	$4K	Buy	+86	New	+$3.53K	﹤0.01%	606

Other funds holding BANR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Plante Moran Financial Advisors's BANR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Banner Corp (BANR) in Q2 2026: 3 shares worth $199. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BANR as recently as Q2 2020.

Plante Moran Financial Advisors first reported a position in BANR in Q1 2016 and has held it in 15 quarters since. The position peaked at $4K in Q4 2016. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of Banner Corp worth $199 as of Q2 2026.
Banner Corp was a new Plante Moran Financial Advisors position in Q2 2026.
Banner Corp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1462 holding.
Plante Moran Financial Advisors first reported a position in Banner Corp in Q1 2016 and has held it in 15 quarters since.
Plante Moran Financial Advisors's Banner Corp position peaked at $4K in Q4 2016.
287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.