Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sierra Bancorp BSRR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Sell
5,956
-50
-0.8% -$1.75K ﹤0.01% 2738
2025
Q4 		$196K Sell
6,006
-159
-3% -$4.81K ﹤0.01% 2587
2025
Q3 		$178K Buy
6,165
+987
+19% +$29.8K ﹤0.01% 2533
2025
Q2 		$154K Buy
5,178
+258
+5% +$7.01K ﹤0.01% 2389
2025
Q1 		$137K Buy
4,920
+647
+15% +$19.1K ﹤0.01% 2166
2024
Q4 		$124K Buy
4,273
+47
+1% +$1.41K ﹤0.01% 2139
2024
Q3 		$122K Buy
4,226
+249
+6% +$6.92K ﹤0.01% 2071
2024
Q2 		$89K Buy
3,977
+433
+12% +$8.85K ﹤0.01% 2038
2024
Q1 		$72K Buy
3,544
+6
+0.2% +$118 ﹤0.01% 2074
2023
Q4 		$80K Hold
3,538
– – ﹤0.01% 1885
2023
Q3 		$67K Hold
3,538
– – ﹤0.01% 1884
2023
Q2 		$60K Hold
3,538
– – ﹤0.01% 1855
2023
Q1 		$61K Buy
3,538
+3,218
+1,006% +$64.7K ﹤0.01% 1754
2022
Q4 		$7K Buy
320
+120
+60% +$2.57K ﹤0.01% 2983
2022
Q3 		$4K Hold
200
– – ﹤0.01% 3143
2022
Q2 		$4K Hold
200
– – ﹤0.01% 3054
2022
Q1 		$5K Hold
200
– – ﹤0.01% 2809
2021
Q4 		$5K Buy
+200
New +$5.17K ﹤0.01% 2701
2021
Q2 		$5K Hold
200
– – ﹤0.01% 2341
2021
Q1 		$5K Hold
200
– – ﹤0.01% 2341
2020
Q4 		$5K Hold
200
– – ﹤0.01% 2341
2020
Q3 		$5K Hold
200
– – ﹤0.01% 2341
2020
Q2 		$5K Hold
200
– – ﹤0.01% 2340
2020
Q1 		$5K Hold
200
– – ﹤0.01% 2340
2019
Q4 		$5K Hold
200
– – ﹤0.01% 2340
2019
Q3 		$5K Hold
200
– – ﹤0.01% 2340
2019
Q2 		$5K Hold
200
– – ﹤0.01% 2340
2019
Q1 		$5K Buy
+200
New +$5.19K ﹤0.01% 2339

Other funds holding BSRR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSRR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sierra Bancorp (BSRR) stake by 0.83% in Q1 2026, selling an estimated $1.75K and leaving 5,956 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Carson Wealth (CWM LLC) first reported a position in BSRR in Q1 2019 and has held it in 28 quarters since. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,956 shares of Sierra Bancorp worth $202K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 50 Sierra Bancorp shares in Q1 2026, an estimated $1.75K.
  • Sierra Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2738 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sierra Bancorp in Q1 2019 and has held it in 28 quarters since.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.