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 Q2	$2.79K	Hold	42	–	–	﹤0.01%	1944
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 $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 $3.37T AUM 44.26% 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

Spire Wealth Management's BANR Position: Q2 2026 in Review

Spire Wealth Management held its Banner Corp (BANR) position steady in Q2 2026 at 42 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Spire Wealth Management first reported a position in BANR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.87K in Q4 2024. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

Spire Wealth Management held 42 shares of Banner Corp worth $2.79K as of Q2 2026.
Spire Wealth Management left its Banner Corp share count unchanged in Q2 2026.
Banner Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1944 holding.
Spire Wealth Management first reported a position in Banner Corp in Q3 2023 and has held it in 12 quarters since.
Spire Wealth Management's Banner Corp position peaked at $2.87K in Q4 2024.
287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.