Financial Life Planners

Position in BANR — Banner Corp

CIK 2053368 TEMPE, AZ

Position in BANR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$33,220

+$3,123 QoQ

Shares Held

500

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#231

of 286 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Life Planners holds $247,479 across 4 Banks - Regional names. BANR ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRCE	1St Source Corp	1,791	$146,109
2	PNC	Pnc Financial Services Group, Inc.	148	$36,440
3	BANR	Banner Corp This page	500	$33,220
4	USB	US Bancorp De	525	$31,710

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,220	500	+0.8%	Shares	Sole	2026-07-21
2026-03-31	$30,097	496	+1.4%	Shares	Sole	2026-04-24
2025-09-30	$32,029	489	+2.3%	Shares	Sole	2025-11-13
2024-12-31	$31,916	478	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.