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BFSG LLC’s Sierra Bancorp BSRR Stock Holding History

BFSG LLC’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 		$154K Hold
4,530
– – 0.01% 306
2025
Q4 		$148K Buy
4,530
+55
+1% +$1.66K 0.01% 304
2025
Q3 		$129K Sell
4,475
-200
-4% -$6.03K 0.01% 319
2025
Q2 		$139K Buy
4,675
+65
+1% +$1.76K 0.02% 291
2025
Q1 		$129K Sell
4,610
-210
-4% -$6.21K 0.02% 290
2024
Q4 		$139K Sell
4,820
-200
-4% -$5.98K 0.02% 278
2024
Q3 		$145K Sell
5,020
-375
-7% -$10.4K 0.02% 282
2024
Q2 		$121K Hold
5,395
– – 0.02% 284
2024
Q1 		$109K Hold
5,395
– – 0.01% 300
2023
Q4 		$122K Buy
+5,395
New +$105K 0.02% 284

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

BFSG LLC's BSRR Position: Q1 2026 in Review

BFSG LLC held its Sierra Bancorp (BSRR) position steady in Q1 2026 at 4,530 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #306.

BFSG LLC first reported a position in BSRR in Q4 2023 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • BFSG LLC held 4,530 shares of Sierra Bancorp worth $154K as of Q1 2026.
  • BFSG LLC left its Sierra Bancorp share count unchanged in Q1 2026.
  • Sierra Bancorp made up 0.01% of BFSG LLC's portfolio in Q1 2026, its #306 holding.
  • BFSG LLC first reported a position in Sierra Bancorp in Q4 2023 and has held it in 10 quarters since.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.