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Livermore
Livermore
ZHEN

Pasadena Private Wealth, LLC

SEC CIK
0001760578
Latest filing
Aug 10, 2026

BSRR holding history

Sierra Bancorp in every 13F filed by Pasadena Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BSRR overviewAll 13F holders of BSRRFull Q2 2026 holdings

Shares (Q2 2026)
13,200
Value
$538.0K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of BSRR by Pasadena Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,200$538.0K0.1%00.0%UnchangedHolders
Q1 202613,200$447.7K0.1%−200−1.5%ReducedHolders
Q4 202513,400$437.9K0.1%+200+1.5%AddedHolders
Q3 202513,200$381.6K0.1%00.0%UnchangedHolders
Q2 202513,200$391.9K0.1%00.0%UnchangedHolders
Q1 202513,200$368.0K0.1%00.0%UnchangedHolders
Q4 202413,200$381.7K0.1%00.0%UnchangedHolders
Q3 202413,200$381.2K0.1%00.0%UnchangedHolders
Q2 202413,200$295.4K0.1%00.0%UnchangedHolders
Q1 202413,200$266.6K0.1%00.0%UnchangedHolders
Q4 202313,200$297.7K0.1%00.0%UnchangedHolders
Q3 202313,200$250.3K0.1%00.0%UnchangedHolders
Q2 202313,200$224.0K0.1%00.0%UnchangedHolders
Q1 202313,200$227.3K0.1%00.0%UnchangedHolders
Q4 202213,200$280.4K0.1%+13,200NewHolders