FFO
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Fortitude Family Office’s Sierra Bancorp BSRR Stock Holding History

Fortitude Family Office’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
Q3 		$430 Hold
11
– – ﹤0.01% 2432
2026
Q2 		$448 Buy
+11
New +$415 ﹤0.01% 1999

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WFC
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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's BSRR Position: Q3 2026 in Review

Fortitude Family Office held its Sierra Bancorp (BSRR) position steady in Q3 2026 at 11 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

Fortitude Family Office first reported a position in BSRR in Q2 2026 and has held it in 2 quarters since. The position peaked at $448 in Q2 2026. 9 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

  • Fortitude Family Office held 11 shares of Sierra Bancorp worth $430 as of Q3 2026.
  • Fortitude Family Office left its Sierra Bancorp share count unchanged in Q3 2026.
  • Sierra Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2432 holding.
  • Fortitude Family Office first reported a position in Sierra Bancorp in Q2 2026 and has held it in 2 quarters since.
  • Fortitude Family Office's Sierra Bancorp position peaked at $448 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.