WFA
BANR icon

Wipfli Financial Advisors’s Banner Corp BANR Stock Holding History

Wipfli 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
2022
Q3 		$45K Buy
+765
New +$46.2K ﹤0.01% 1121

Other funds holding BANR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's BANR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Banner Corp (BANR) in Q3 2022: 765 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #1121 among its holdings.

221 funds tracked by Wall St. Rank hold BANR as of Q3 2022.

  • Wipfli Financial Advisors held 765 shares of Banner Corp worth $45K as of Q3 2022.
  • Banner Corp was a new Wipfli Financial Advisors position in Q3 2022.
  • Banner Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1121 holding.
  • 221 funds tracked by Wall St. Rank held Banner Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.