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Sierra Ban shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Sierra Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Sierra Ban by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3k 115 28.89
2025-06-30 $2.6k 88 29.69
2025-03-31 $474 17 27.88
2024-12-31 $492 17 28.94
2023-03-31 $6.2k 359 17.22

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View all positions for EverSource Wealth Advisors

Top funds holding Sierra Ban

BlackRock
Dimensional Fund Advisors
Vanguard Group
Private Management Group
Manufacturers Life Insurance Company
Geode Capital Management
State Street Corporation
American Century Companies
Ameriprise Financial
FMR
Renaissance Technologies
Northern Trust
CSM Advisors
Morgan Stanley
Bridgeway Capital Management

View all funds holding Sierra Ban