Stephens Consulting’s Banner Corp BANR Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$638	–	1286
2025 Q1	$638	Buy	+10	New	+$674	﹤0.01%	866

Other funds holding BANR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Consulting's BANR Position: Q2 2025 in Review

Stephens Consulting sold out of Banner Corp (BANR) in Q2 2025, closing a stake of 10 shares — an estimated $638 sold.

Stephens Consulting first reported a position in BANR in Q1 2025 and held it in 1 quarter. The position peaked at $638 in Q1 2025. 231 funds tracked by Wall St. Rank hold BANR as of Q2 2025.

Stephens Consulting reported no remaining Banner Corp position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Banner Corp shares in Q2 2025, an estimated $638.
Stephens Consulting first reported a position in Banner Corp in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Banner Corp position peaked at $638 in Q1 2025.
231 funds tracked by Wall St. Rank held Banner Corp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.