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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
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

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

Pinnacle Wealth Planning Services's BSRR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 652 shares worth $26.6K. 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 4 quarters since. The position peaked at $33K in Q4 2020. 126 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 652 shares of Sierra Bancorp worth $26.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1651 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sierra Bancorp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sierra Bancorp position peaked at $33K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.