Pinnacle Wealth Planning Services, Inc. BSRR — SIERRA BANCORP COM

Ownership history in Pinnacle Wealth Planning Services, Inc.  ·  3 quarters on record

AI Ownership Summary

Pinnacle Wealth Planning Services, Inc. reported SIERRA BANCORP COM (BSRR) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows BSRR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSRR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Wealth Planning Services, Inc.'s position in SIERRA BANCORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSRR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSRR stock page Pinnacle Wealth Planning Services, Inc. fund profile Pinnacle Wealth Planning Services, Inc. full holdings
How Pinnacle Wealth Planning Services, Inc. held BSRR — position size vs. price
% of Fund (quarterly)    BSRR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 652 -84 -11.4% 0.00% $22K 2026-05-11 $37.54
2025 Q4 REDUCED 47.0% +4.5% ❌ 736 -652 -47.0% 0.00% $24K 2026-02-13 $37.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSRR

As of 2026 Q1 — sorted by position size

BANC FUNDS CO LLC 3Y 7Y 0.72% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.51% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.22% MKT Advisors LLC 3Y 0.14% CSM Advisors, LLC 3Y 0.14% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.09% Pasadena Private Wealth, LLC 3Y 7Y 0.06% Integrated Quantitative Investments LLC 0.05% Empowered Funds, LLC 3Y 7Y 0.02% Mutual Advisors, LLC 3Y 7Y 0.02%

FAQ About Pinnacle Wealth Planning Services, Inc. and BSRR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Wealth Planning Services, Inc. reported owning BSRR?

Pinnacle Wealth Planning Services, Inc. reported BSRR across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported BSRR position in Pinnacle Wealth Planning Services, Inc.'s portfolio?

The largest reported portfolio weight for BSRR was 0.00% in 2025 Q4.

What is the latest reported BSRR position on this page?

The most recent filing on this page is 2026 Q1, when Pinnacle Wealth Planning Services, Inc. reported 652 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this BSRR ownership page compare?

The chart compares Pinnacle Wealth Planning Services, Inc.'s quarterly BSRR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Pinnacle Wealth Planning Services, Inc. Holdings