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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
Q2 		– Sell
-236
Closed -$14.3K – 420
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 $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

Twin Peaks Wealth Advisors's BANR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Banner Corp (BANR) in Q2 2026, closing a stake of 236 shares — an estimated $14.3K sold.

Twin Peaks Wealth Advisors first reported a position in BANR in Q2 2025 and held it in 2 quarters. The position peaked at $14.3K in Q1 2026. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Banner Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 236 Banner Corp shares in Q2 2026, an estimated $14.3K.
  • Twin Peaks Wealth Advisors first reported a position in Banner Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Banner Corp position peaked at $14.3K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.