Position in BSRR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$538,032
+$90,288 QoQ
Shares Held
13,200
0.0% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#51
of 124 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BSRR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Pasadena Private Wealth, LLC holds $1,014,221 across 2 Banks - Regional names. BSRR ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSRR |
Sierra Bancorp
This page
|
13,200 | $538,032 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,934 | $476,189 |
All Filings in BSRR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,032 | 13,200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $447,744 | 13,200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $437,912 | 13,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $381,612 | 13,200 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $391,908 | 13,200 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $368,016 | 13,200 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $381,744 | 13,200 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $381,216 | 13,200 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $295,416 | 13,200 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $266,640 | 13,200 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $297,660 | 13,200 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $250,272 | 13,200 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $224,004 | 13,200 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $227,304 | 13,200 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $280,368 | 13,200 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||