Back to BANR

Capital Advisors Wealth Management, LLC → BANR

Capital Advisors Wealth Management, LLC BANR Position History

Banner Corporation

Quarters held
1
Latest value
$285K
Q3 2026
Peak value
$285K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$285K4.2K——

Other funds holding BANR

Other Capital Advisors Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$59.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.5M
ETHA

ISHARES TR

$53.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$51.5M
ETHA

ISHARES TR

$49.6M
BX

VANGUARD SPECIALIZED FUNDS

$49.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$48.5M
BX

VANGUARD SPECIALIZED FUNDS

$45.9M