AssetMark Inc’s Sierra Bancorp BSRR Stock Holding History

AssetMark Inc’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 Q2	$2K	Hold	49	–	–	﹤0.01%	2970
2026 Q1	$1.66K	Hold	49	–	–	﹤0.01%	2906
2025 Q4	$1.6K	Buy	+49	New	+$1.48K	﹤0.01%	2824

Other funds holding BSRR

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

AssetMark Inc's BSRR Position: Q2 2026 in Review

AssetMark Inc held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 49 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

AssetMark Inc first reported a position in BSRR in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

AssetMark Inc held 49 shares of Sierra Bancorp worth $2K as of Q2 2026.
AssetMark Inc left its Sierra Bancorp share count unchanged in Q2 2026.
Sierra Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2970 holding.
AssetMark Inc first reported a position in Sierra Bancorp in Q4 2025 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.