Spire Wealth Management’s Banner Corp BANR Stock Holding History

Spire 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
2026 Q1	$2.55K	Sell	42 -1	-2%	-$62	﹤0.01%	1993
2025 Q4	$2.69K	Hold	43	–	–	﹤0.01%	2037
2025 Q3	$2.82K	Hold	43	–	–	﹤0.01%	2088
2025 Q2	$2.76K	Hold	43	–	–	﹤0.01%	2108
2025 Q1	$2.74K	Hold	43	–	–	﹤0.01%	2212
2024 Q4	$2.87K	Hold	43	–	–	﹤0.01%	2173
2024 Q3	$2.56K	Hold	43	–	–	﹤0.01%	1954
2024 Q2	$2.13K	Buy	43 +15	+54%	+$690	﹤0.01%	1999
2024 Q1	$1.34K	Buy	28 +10	+56%	+$468	﹤0.01%	2163
2023 Q4	$877	Buy	18 +1	+6%	+$46	﹤0.01%	2287
2023 Q3	$720	Buy	+17	New	+$762	﹤0.01%	2309

Other funds holding BANR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return