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True Wealth Design’s Sierra Bancorp BSRR Stock Holding History

True Wealth Design’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 		$530 Hold
13
– – ﹤0.01% 2189
2026
Q1 		$441 Hold
13
– – ﹤0.01% 2099
2025
Q4 		$425 Hold
13
– – ﹤0.01% 2004
2025
Q3 		$376 Buy
+13
New +$392 ﹤0.01% 2099

Other funds holding BSRR

MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

True Wealth Design's BSRR Position: Q2 2026 in Review

True Wealth Design held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 13 shares worth $530. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

True Wealth Design first reported a position in BSRR in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • True Wealth Design held 13 shares of Sierra Bancorp worth $530 as of Q2 2026.
  • True Wealth Design left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2189 holding.
  • True Wealth Design first reported a position in Sierra Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.