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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
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

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's BSRR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Sierra Bancorp (BSRR) stake by 11% in Q1 2026, selling an estimated $2.94K and leaving 652 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Pinnacle Wealth Planning Services first reported a position in BSRR in Q4 2020 and has held it in 3 quarters since. The position peaked at $33K in Q4 2020. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 652 shares of Sierra Bancorp worth $22.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 84 Sierra Bancorp shares in Q1 2026, an estimated $2.94K.
  • Sierra Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1651 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sierra Bancorp in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Sierra Bancorp position peaked at $33K in Q4 2020.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.