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Wealthspire Advisors (New York)’s Banner Corp BANR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-107
Closed -$7.01K – 1203
2025
Q3 		$7.01K Buy
+107
New +$7.04K ﹤0.01% 2193

Other funds holding BANR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s BANR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Banner Corp (BANR) in Q4 2025, closing a stake of 107 shares — an estimated $7.01K sold.

Wealthspire Advisors (New York) first reported a position in BANR in Q3 2025 and held it in 1 quarter. The position peaked at $7.01K in Q3 2025. 248 funds tracked by Wall St. Rank hold BANR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Banner Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 107 Banner Corp shares in Q4 2025, an estimated $7.01K.
  • Wealthspire Advisors (New York) first reported a position in Banner Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Banner Corp position peaked at $7.01K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Banner Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.