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Sierra Bancorp (BSRR)

CUSIP: 82620P102 | NYSE | Financial Services · Banks - Regional | Small Cap | 315 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP925,270
0.0% of portfolio›$36.1M
Private Management Group Inc403,506
0.4% of portfolio›$15.8M
Bank of New York Mellon Corp94,141
0.0% of portfolio›$3.7M
Creative Planning18,949
0.0% of portfolio›$740.0K
Inspire Investing, LLC16,397
0.0% of portfolio›$640.3K
MKT Advisors LLC11,381
0.1% of portfolio›$452.1K
Achmea Investment Management B.V.10,400
0.0% of portfolio›$406.4K
Gradient Investments LLC6,560
0.0% of portfolio›$256.2K
Golden State Wealth Management, LLC5,837
0.0% of portfolio›$227.9K
Western Financial Corp5,375
0.1% of portfolio›$209.9K
Bfsg, LLC3,386
0.0% of portfolio›$132.2K
Citigroup Inc1,825
0.0% of portfolio›$71.3K
Pinnacle Wealth Planning Services, Inc.652
0.0% of portfolio›$25.5K
State of Alaska, Department of Revenue546
0.0% of portfolio›$21
Gamma Investing LLC253
0.0% of portfolio›$9.9K
Sterling Capital Management LLC236
0.0% of portfolio›$9.2K
Farther Finance Advisors, LLC234
0.0% of portfolio›$9.1K
IFP Advisors, Inc217
0.0% of portfolio›$8.5K
Versant Capital Management, Inc216
0.0% of portfolio›$8.4K
North Star Investment Management Corp.180
0.0% of portfolio›$7.0K
EverSource Wealth Advisors, LLC88
0.0% of portfolio›$3.4K
Essential Partners LLC54
0.0% of portfolio›$2.1K
Assetmark, Inc49
0.0% of portfolio›$1.9K
Signaturefd, LLC34
0.0% of portfolio›$1.3K
Nisa Investment Advisors, LLC29
0.0% of portfolio›$1.1K
Capital Advisors, Ltd. LLC28
0.0% of portfolio›$1
Parkside Financial Bank & Trust20
0.0% of portfolio›$781
Root Financial Partners, LLC19
0.0% of portfolio›$742
Physician Wealth Advisors, Inc.13
0.0% of portfolio›$508
True Wealth Design, LLC13
0.0% of portfolio›$508
Fortitude Family Office, LLC11
0.0% of portfolio›$430
Larson Financial Group LLC7
0.0% of portfolio›$273
Covestor Ltd0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
925,270$36.1M0.0%IndexLowAustin, TX2026-11-04
Private Management Group Inc
403,506$15.8M0.4%YieldLowIrvine, CA2026-11-04
Bank of New York Mellon Corp
94,141$3.7M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
18,949$740.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
16,397$640.3K0.0%GARPHighMeridian, ID2026-10-22
MKT Advisors LLC
11,381$452.1K0.1%ETFLowCarlsbad, CA2026-10-20
Achmea Investment Management B.V.
10,400$406.4K0.0%CoreMediumZeist, Philippines2026-10-30
Gradient Investments LLC
6,560$256.2K0.0%CoreMediumArden Hills, MN2026-10-08
Golden State Wealth Management, LLC
5,837$227.9K0.0%ETFMediumSanta Ana, CA2026-11-02
Western Financial Corp
5,375$209.9K0.1%MomentumHighSan Diego, CA2026-10-14
Bfsg, LLC
3,386$132.2K0.0%CoreLowIrvine, CA2026-10-30
Citigroup Inc
1,825$71.3K0.0%CoreMediumNew York, NY2026-11-04
Pinnacle Wealth Planning Services, Inc.
652$25.5K0.0%GARPLowMansfield, OH2026-10-27
State of Alaska, Department of Revenue
546$210.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
253$9.9K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
236$9.2K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
234$9.1K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
217$8.5K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
216$8.4K0.0%GARPLowPhoenix, AZ2026-10-02
North Star Investment Management Corp.
180$7.0K0.0%CoreLowChicago, IL2026-10-27
EverSource Wealth Advisors, LLC
88$3.4K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
54$2.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Assetmark, Inc
49$1.9K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
34$1.3K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
29$1.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Capital Advisors, Ltd. LLC
28$10.0%ETFLowShaker Heights, OH2026-10-27
Parkside Financial Bank & Trust
20$7810.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
19$7420.0%ETFMediumEncinitas, CA2026-10-21
Physician Wealth Advisors, Inc.
13$5080.0%ETFMediumMidvale, UT2026-10-20
True Wealth Design, LLC
13$5080.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
11$4300.0%ETFMediumScottsdale, AZ2026-10-14
Larson Financial Group LLC
7$2730.0%GrowthLowSt Louis, MO2026-11-05
Covestor Ltd
0$00.0%ValueHighLondon, United Kingdom2026-10-30