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TFO Wealth Partners’s Banner Corp BANR Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$96 – 130
2024
Q1 		$96 Hold
2
– – ﹤0.01% 647
2023
Q4 		$107 Hold
2
– – ﹤0.01% 783
2023
Q3 		$87 Hold
2
– – ﹤0.01% 992
2023
Q2 		$87 Hold
2
– – ﹤0.01% 689
2023
Q1 		$109 Sell
2
-2
-50% -$122 ﹤0.01% 628
2022
Q4 		$136 Buy
+4
New +$269 ﹤0.01% 706

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TFO Wealth Partners's BANR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Banner Corp (BANR) in Q2 2024, closing a stake of 2 shares — an estimated $96 sold.

TFO Wealth Partners first reported a position in BANR in Q4 2022 and held it in 6 quarters. The position peaked at $136 in Q4 2022. 192 funds tracked by Wall St. Rank hold BANR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Banner Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Banner Corp shares in Q2 2024, an estimated $96.
  • TFO Wealth Partners first reported a position in Banner Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Banner Corp position peaked at $136 in Q4 2022.
  • 192 funds tracked by Wall St. Rank held Banner Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.