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Sierra Ban shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Sierra Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sierra Ban by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 13k 20.20
2023-12-31 $298k 13k 22.55
2023-09-30 $250k 13k 18.96
2023-06-30 $224k 13k 16.97
2023-03-31 $227k 13k 17.22
2022-12-31 $280k 13k 21.24

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

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