Amalgamated Bank’s Sierra Bancorp BSRR Stock Holding History

Amalgamated Bank’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	–	Sell	-385	Closed	-$13K	–	1800
2025 Q4	$13K	Sell	385 -104	-21%	-$3.15K	﹤0.01%	2299
2025 Q3	$14K	Hold	489	–	–	﹤0.01%	2290
2025 Q2	$15K	Hold	489	–	–	﹤0.01%	2222
2025 Q1	$14K	Hold	489	–	–	﹤0.01%	2205
2024 Q4	$14K	Hold	489	–	–	﹤0.01%	2264
2024 Q3	$14K	Hold	489	–	–	﹤0.01%	2274
2024 Q2	$11K	Hold	489	–	–	﹤0.01%	2378
2024 Q1	$10K	Sell	489 -740	-60%	-$14.6K	﹤0.01%	2426
2023 Q4	$28K	Sell	1,229 -146	-11%	-$2.83K	﹤0.01%	2490
2023 Q3	$26K	Hold	1,375	–	–	﹤0.01%	2520
2023 Q2	$23K	Sell	1,375 -63	-4%	-$1.04K	﹤0.01%	2670
2023 Q1	$25K	Sell	1,438 -318	-18%	-$6.39K	﹤0.01%	2558
2022 Q4	$37K	Hold	1,756	–	–	﹤0.01%	2549
2022 Q3	$35K	Hold	1,756	–	–	﹤0.01%	2605
2022 Q2	$38K	Buy	1,756 +57	+3%	+$1.27K	﹤0.01%	2607
2022 Q1	$42K	Buy	+1,699	New	+$45.3K	﹤0.01%	2555

Other funds holding BSRR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $3.8B AUM 23.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amalgamated Bank's BSRR Position: Q1 2026 in Review

Amalgamated Bank sold out of Sierra Bancorp (BSRR) in Q1 2026, closing a stake of 385 shares — an estimated $13K sold.

Amalgamated Bank first reported a position in BSRR in Q1 2022 and held it in 16 quarters. The position peaked at $42K in Q1 2022. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

Amalgamated Bank reported no remaining Sierra Bancorp position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 385 Sierra Bancorp shares in Q1 2026, an estimated $13K.
Amalgamated Bank first reported a position in Sierra Bancorp in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Sierra Bancorp position peaked at $42K in Q1 2022.
116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.