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Twin Peaks Wealth Advisors’s Banner Corp BANR Stock Holding History

Twin Peaks Wealth Advisors’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 		$14.3K Buy
+236
New +$14.6K ﹤0.01% 867
2025
Q3 		– Sell
-62
Closed -$4.02K – 359
2025
Q2 		$4.02K Buy
+62
New +$3.83K ﹤0.01% 1401

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Twin Peaks Wealth Advisors's BANR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Banner Corp (BANR) in Q1 2026: 236 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #867 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BANR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BANR in Q2 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold BANR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 236 shares of Banner Corp worth $14.3K as of Q1 2026.
  • Banner Corp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Banner Corp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #867 holding.
  • Twin Peaks Wealth Advisors first reported a position in Banner Corp in Q2 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Banner Corp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.