Steward Partners Investment Advisory’s Banner Corp BANR Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-160	Closed	-$10K	–	4431
2025 Q4	$10K	Hold	160	–	–	﹤0.01%	3444
2025 Q3	$10.5K	Hold	160	–	–	﹤0.01%	3378
2025 Q2	$10.3K	Hold	160	–	–	﹤0.01%	3201
2025 Q1	$10.2K	Hold	160	–	–	﹤0.01%	3088
2024 Q4	$10.7K	Hold	160	–	–	﹤0.01%	3066
2024 Q3	$9.53K	Hold	160	–	–	﹤0.01%	2964
2024 Q2	$7.94K	Hold	160	–	–	﹤0.01%	2897
2024 Q1	$7.68K	Hold	160	–	–	﹤0.01%	2906
2023 Q4	$8.57K	Hold	160	–	–	﹤0.01%	2770
2023 Q3	$6.78K	Hold	160	–	–	﹤0.01%	2720
2023 Q2	$6.99K	Hold	160	–	–	﹤0.01%	2684
2023 Q1	$8.7K	Hold	160	–	–	﹤0.01%	2592
2022 Q4	$10.1K	Hold	160	–	–	﹤0.01%	2536
2022 Q3	$9K	Hold	160	–	–	﹤0.01%	2561
2022 Q2	$9K	Hold	160	–	–	﹤0.01%	2537
2022 Q1	$9K	Hold	160	–	–	﹤0.01%	2691
2021 Q4	$10K	Hold	160	–	–	﹤0.01%	2580
2021 Q3	$9K	Hold	160	–	–	﹤0.01%	2622
2021 Q2	$9K	Buy	+160	New	+$9.06K	﹤0.01%	6244

Other funds holding BANR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's BANR Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Banner Corp (BANR) in Q1 2026, closing a stake of 160 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in BANR in Q2 2021 and held it in 19 quarters. The position peaked at $10.7K in Q4 2024. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Banner Corp position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 160 Banner Corp shares in Q1 2026, an estimated $10K.
Steward Partners Investment Advisory first reported a position in Banner Corp in Q2 2021 and held it in 19 quarters.
Steward Partners Investment Advisory's Banner Corp position peaked at $10.7K in Q4 2024.
269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.