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Integrated Wealth Concepts’s Sierra Bancorp BSRR Stock Holding History

Integrated Wealth Concepts’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
Q2 		$94K Buy
+2,308
New +$87K ﹤0.01% 2861

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
JT
Jupiter Topco New York $245B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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

Integrated Wealth Concepts's BSRR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sierra Bancorp (BSRR) in Q2 2026: 2,308 shares worth $94K. The stake represents ﹤0.01% of the portfolio and ranks #2861 among its holdings.

125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Integrated Wealth Concepts held 2,308 shares of Sierra Bancorp worth $94K as of Q2 2026.
  • Sierra Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2861 holding.
  • 125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.