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Raffa Wealth Management’s Banner Corp BANR Stock Holding History

Raffa 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
2017
Q1 		– Sell
-12
Closed -$670 – 418
2016
Q4 		$670 Hold
12
– – ﹤0.01% 607
2016
Q3 		$525 Hold
12
– – ﹤0.01% 698
2016
Q2 		$510 Sell
12
-3
-20% -$128 ﹤0.01% 682
2016
Q1 		$631 Hold
15
– – ﹤0.01% 584
2015
Q4 		$688 Hold
15
– – ﹤0.01% 521
2015
Q3 		$717 Hold
15
– – ﹤0.01% 499
2015
Q2 		$719 Hold
15
– – ﹤0.01% 499
2015
Q1 		$689 Hold
15
– – ﹤0.01% 537
2014
Q4 		$645 Hold
15
– – ﹤0.01% 541
2014
Q3 		$577 Buy
+15
New +$588 ﹤0.01% 545
2014
Q1 		– Sell
-15
Closed -$645 – 311
2013
Q4 		$645 Buy
+15
New +$606 ﹤0.01% 541

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raffa Wealth Management's BANR Position: Q1 2017 in Review

Raffa Wealth Management sold out of Banner Corp (BANR) in Q1 2017, closing a stake of 12 shares — an estimated $670 sold.

Raffa Wealth Management first reported a position in BANR in Q4 2013 and held it in 11 quarters. The position peaked at $719 in Q2 2015. 171 funds tracked by Wall St. Rank hold BANR as of Q1 2017.

  • Raffa Wealth Management reported no remaining Banner Corp position as of Q1 2017 after selling out during the quarter.
  • Raffa Wealth Management sold 12 Banner Corp shares in Q1 2017, an estimated $670.
  • Raffa Wealth Management first reported a position in Banner Corp in Q4 2013 and held it in 11 quarters.
  • Raffa Wealth Management's Banner Corp position peaked at $719 in Q2 2015.
  • 171 funds tracked by Wall St. Rank held Banner Corp as of Q1 2017.

Based on Raffa Wealth Management's 13F filing for Q1 2017, filed 27 Jul 2026.