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Wealth Preservation Advisors’s Banner Corp BANR Stock Holding History

Wealth Preservation 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
-10
Closed -$607 – 173
2026
Q1 		$607 Buy
+10
New +$620 ﹤0.01% 754

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

Wealth Preservation Advisors's BANR Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Banner Corp (BANR) in Q2 2026, closing a stake of 10 shares — an estimated $607 sold.

Wealth Preservation Advisors first reported a position in BANR in Q1 2026 and held it in 1 quarter. The position peaked at $607 in Q1 2026. 287 funds tracked by Wall St. Rank hold BANR as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Banner Corp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 10 Banner Corp shares in Q2 2026, an estimated $607.
  • Wealth Preservation Advisors first reported a position in Banner Corp in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Banner Corp position peaked at $607 in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Banner Corp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.