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True Wealth Design’s Banner Corp BANR Stock Holding History

True Wealth Design’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 		$731 Buy
+11
New +$715 ﹤0.01% 2085
2025
Q4 		– Sell
-1
Closed -$66 – 2581
2025
Q3 		$66 Hold
1
– – ﹤0.01% 2531
2025
Q2 		$65 Sell
1
-1
-50% -$62 ﹤0.01% 2332
2025
Q1 		$128 Buy
+2
New +$135 ﹤0.01% 2114

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

True Wealth Design's BANR Position: Q2 2026 in Review

True Wealth Design opened a new position in Banner Corp (BANR) in Q2 2026: 11 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #2085 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BANR as recently as Q3 2025.

True Wealth Design first reported a position in BANR in Q1 2025 and has held it in 4 quarters since. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • True Wealth Design held 11 shares of Banner Corp worth $731 as of Q2 2026.
  • Banner Corp was a new True Wealth Design position in Q2 2026.
  • Banner Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2085 holding.
  • True Wealth Design first reported a position in Banner Corp in Q1 2025 and has held it in 4 quarters since.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.