SVB Wealth’s Banner Corp BANR Stock Holding History

SVB Wealth’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	-59	Closed	-$3.76K	–	607
2025 Q1	$3.76K	Buy	+59	New	+$3.97K	﹤0.01%	1088

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

SVB Wealth's BANR Position: Q2 2025 in Review

SVB Wealth sold out of Banner Corp (BANR) in Q2 2025, closing a stake of 59 shares — an estimated $3.76K sold.

SVB Wealth first reported a position in BANR in Q1 2025 and held it in 1 quarter. The position peaked at $3.76K in Q1 2025. 231 funds tracked by Wall St. Rank hold BANR as of Q2 2025.

SVB Wealth reported no remaining Banner Corp position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 59 Banner Corp shares in Q2 2025, an estimated $3.76K.
SVB Wealth first reported a position in Banner Corp in Q1 2025 and held it in 1 quarter.
SVB Wealth's Banner Corp position peaked at $3.76K in Q1 2025.
231 funds tracked by Wall St. Rank held Banner Corp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.