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Allworth Financial’s Sierra Bancorp BSRR Stock Holding History

Allworth Financial’s Portfolio BSRR Stock Details BSRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.8K Buy
171
+17
+11% +$594 ﹤0.01% 3871
2025
Q4 		$5.03K Buy
154
+77
+100% +$2.33K ﹤0.01% 3708
2025
Q3 		$2.23K Buy
77
+35
+83% +$1.06K ﹤0.01% 3952
2025
Q2 		$1.25K Buy
+42
New +$1.14K ﹤0.01% 3896
2025
Q1 		– Sell
-54
Closed -$1.59K – 4075
2024
Q4 		$1.59K Buy
54
+8
+17% +$239 ﹤0.01% 3229
2024
Q3 		$1.33K Buy
+46
New +$1.28K ﹤0.01% 3122

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allworth Financial's BSRR Position: Q1 2026 in Review

Allworth Financial increased its Sierra Bancorp (BSRR) stake by 11% in Q1 2026, buying an estimated $594 and bringing the position to 171 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3871.

Allworth Financial first reported a position in BSRR in Q3 2024 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • Allworth Financial held 171 shares of Sierra Bancorp worth $5.8K as of Q1 2026.
  • Allworth Financial bought 17 Sierra Bancorp shares in Q1 2026, an estimated $594.
  • Sierra Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3871 holding.
  • Allworth Financial first reported a position in Sierra Bancorp in Q3 2024 and has held it in 6 quarters since.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.