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Sierra Ban shares owned by Integris Wealth Management

Quarter-by-quarter ownership of Sierra Ban (BSRR) shares owned by Integris Wealth Management from 13F filings

Historical chart of Integris Wealth Management investment in Sierra Ban

Tip: Access up to 7 years of quarterly data

All positions including Sierra Ban held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sierra Ban by Integris Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 54k 22.55
2023-09-30 $1.1M 59k 18.96
2023-06-30 $1.0M 59k 16.97
2023-03-31 $1.0M 59k 17.22
2022-12-31 $1.3M 59k 21.24

More positions owned by Integris Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core Msci Euro (IEUR)
Caterpillar (CAT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Integris Wealth Management

Top funds holding Sierra Ban

Dimensional Fund Advisors
Vanguard Group
Private Management Group
Fourthstone
Hotchkis and Wiley Capital Management
Foundry Partners
LSV Asset Management
Bank of New York Mellon
Goldman Sachs Group
Assenagon Asset Management
Jpmorgan Chase & Co
Integris Wealth Management
Thomas Stevens, CFA"
Mutual Advisors
Charles Schwab Investment Management

View all funds holding Sierra Ban