Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Sierra Bancorp BSRR Stock Holding History

Pinnacle Wealth Planning Services’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 		$25.5K Hold
652
– – ﹤0.01% 1661
2026
Q2 		$26.6K Hold
652
– – ﹤0.01% 1651
2026
Q1 		$22.1K Sell
652
-84
-11% -$2.94K ﹤0.01% 1651
2025
Q4 		$24.1K Buy
+736
New +$22.3K ﹤0.01% 1631
2021
Q1 		– Sell
-1,388
Closed -$33K – 576
2020
Q4 		$33K Buy
+1,388
New +$29.8K 0.01% 960

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Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's BSRR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Sierra Bancorp (BSRR) position steady in Q3 2026 at 652 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Pinnacle Wealth Planning Services first reported a position in BSRR in Q4 2020 and has held it in 5 quarters since. The position peaked at $33K in Q4 2020. 24 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 652 shares of Sierra Bancorp worth $25.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Sierra Bancorp share count unchanged in Q3 2026.
  • Sierra Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1661 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sierra Bancorp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Sierra Bancorp position peaked at $33K in Q4 2020.
  • 24 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.