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United Capital Financial Advisors’s Banner Corp BANR Stock Holding History

United Capital Financial 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 		$371K Buy
5,586
+734
+15% +$47.7K ﹤0.01% 1271
2026
Q1 		$294K Buy
4,852
+39
+0.8% +$2.42K ﹤0.01% 1354
2025
Q4 		$302K Buy
+4,813
New +$304K ﹤0.01% 1167

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

United Capital Financial Advisors's BANR Position: Q2 2026 in Review

United Capital Financial Advisors increased its Banner Corp (BANR) stake by 15% in Q2 2026, buying an estimated $47.7K and bringing the position to 5,586 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

United Capital Financial Advisors first reported a position in BANR in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • United Capital Financial Advisors held 5,586 shares of Banner Corp worth $371K as of Q2 2026.
  • United Capital Financial Advisors bought 734 Banner Corp shares in Q2 2026, an estimated $47.7K.
  • Banner Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1271 holding.
  • United Capital Financial Advisors first reported a position in Banner Corp in Q4 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.