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Clearstead Advisors’s Plumas Bancorp PLBC Stock Holding History

Clearstead Advisors’s Portfolio PLBC Stock Details PLBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$259 – 3140
2025
Q3 		$259 Buy
+6
New +$259 ﹤0.01% 2829

Other funds holding PLBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
SCP
Siena Capital Partners Chicago, Illinois $413M AUM 16.05% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return

Clearstead Advisors's PLBC Position: Q4 2025 in Review

Clearstead Advisors sold out of Plumas Bancorp (PLBC) in Q4 2025, closing a stake of 6 shares — an estimated $259 sold.

Clearstead Advisors first reported a position in PLBC in Q3 2025 and held it in 1 quarter. The position peaked at $259 in Q3 2025. 82 funds tracked by Wall St. Rank hold PLBC as of Q4 2025.

  • Clearstead Advisors reported no remaining Plumas Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 6 Plumas Bancorp shares in Q4 2025, an estimated $259.
  • Clearstead Advisors first reported a position in Plumas Bancorp in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's Plumas Bancorp position peaked at $259 in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Plumas Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.