Sierra Bancorp
BSRR- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001130144
In the last 90 days, Sierra Bancorp insiders filed 0 open-market purchases and 1 sale; 125 institutions reported holding it in 13F filings for Q2 2026, worth $316.7M in total; no superinvestor holds it.
Q2 2025 vs. Q1 2025
How the institutions holding Sierra Bancorp changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 114 | 2 | 105 | −7 |
| Shares | 7.71M | 175.7K | 7.73M | +198.1K (+2.6%) |
| Value | $214.8M | $4.90M | $229.6M | +$19.6M (+9.3%) |
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Sierra Bancorp at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CSM Advisors, LLC | 170,270 | $5.06M | 0.15% |
| Fourthstone LLC | 25,522 | $757.7K | 0.15% |
| Brandywine Global Investment Management, LLC | 8,192 | $243.2K | 0.00% |
| XTX Topco Ltd | 7,938 | $235.7K | 0.01% |
| Ameritas Advisory Services, LLC | 2,393 | $71.0K | 0.00% |
| Raymond James Financial Inc | 891 | $26.4K | 0.00% |
| Essential Partners LLC | 102 | $3.03K | 0.00% |
| Allworth Financial LP | 42 | $1.25K | 0.00% |
| Parkside Financial Bank & Trust | 20 | $594 | 0.00% |
Sold out (16)
Institutions that held Sierra Bancorp at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 21,935 | $611.5K |
| Squarepoint Ops LLC | 12,119 | $337.9K |
| Creative Planning | 7,399 | $206.3K |
| Corebridge Financial, Inc. | 6,376 | $177.8K |
| SG Americas Securities, LLC | 5,588 | $156.0K |
| Financial Management Professionals, Inc. | 1,012 | $28.2K |
| Coldstream Capital Management Inc | 560 | $15.6K |
| Tidemark, LLC | 238 | $6.63K |
| Smartleaf Asset Management LLC | 170 | $4.80K |
| Boston Private Wealth LLC | 76 | $2.12K |
| Quadrant Capital Group LLC | 76 | $2.12K |
| SRS Capital Advisors, Inc. | 55 | $1.53K |
| Signaturefd, LLC | 55 | $1.53K |
| Rothschild Investment LLC | 25 | $697 |
| Nordwand Advisors, LLC | 10 | $279 |
| Covestor Ltd | 2 | $0 |
Not filed for Q2 2025 yet (2)
Institutions that held Sierra Bancorp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Foundry Partners, LLC | 175,620 | $4.90M |
| Lindbrook Capital, LLC | 48 | $1.34K |