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Brandywine Global Investment Management’s Sierra Bancorp BSRR Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$268K Hold
8,192
– – ﹤0.01% 580
2025
Q3 		$237K Hold
8,192
– – ﹤0.01% 587
2025
Q2 		$243K Buy
+8,192
New +$222K ﹤0.01% 560
2025
Q1 		– Sell
-6,992
Closed -$202K – 568
2024
Q4 		$202K Buy
+6,992
New +$209K ﹤0.01% 546
2020
Q3 		– Sell
-6,093
Closed -$116K – 615
2020
Q2 		$116K Buy
6,093
+685
+13% +$12.3K ﹤0.01% 615
2020
Q1 		$96K Hold
5,408
– – ﹤0.01% 642
2019
Q4 		$158K Sell
5,408
-61
-1% -$1.68K ﹤0.01% 660
2019
Q3 		$146K Hold
5,469
– – ﹤0.01% 657
2019
Q2 		$149K Sell
5,469
-905
-14% -$23.3K ﹤0.01% 656
2019
Q1 		$155K Hold
6,374
– – ﹤0.01% 650
2018
Q4 		$154K Hold
6,374
– – ﹤0.01% 646
2018
Q3 		$185K Buy
6,374
+330
+5% +$9.73K ﹤0.01% 671
2018
Q2 		$171K Buy
6,044
+1,580
+35% +$44.6K ﹤0.01% 693
2018
Q1 		$119K Sell
4,464
-161
-3% -$4.39K ﹤0.01% 727
2017
Q4 		$123K Sell
4,625
-108
-2% -$2.89K ﹤0.01% 737
2017
Q3 		$129K Sell
4,733
-66
-1% -$1.68K ﹤0.01% 726
2017
Q2 		$118K Sell
4,799
-128
-3% -$3.26K ﹤0.01% 740
2017
Q1 		$136K Hold
4,927
– – ﹤0.01% 743
2016
Q4 		$132K Buy
+4,927
New +$104K ﹤0.01% 755
2016
Q1 		– Sell
-29,895
Closed -$528K – 972
2015
Q4 		$528K Hold
29,895
– – ﹤0.01% 600
2015
Q3 		$478K Hold
29,895
– – ﹤0.01% 609
2015
Q2 		$518K Sell
29,895
-340
-1% -$5.72K ﹤0.01% 621
2015
Q1 		$505K Sell
30,235
-10,000
-25% -$164K ﹤0.01% 627
2014
Q4 		$707K Hold
40,235
– – ﹤0.01% 617
2014
Q3 		$675K Buy
+40,235
New +$660K 0.01% 603

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brandywine Global Investment Management's BSRR Position: Q4 2025 in Review

Brandywine Global Investment Management held its Sierra Bancorp (BSRR) position steady in Q4 2025 at 8,192 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Brandywine Global Investment Management first reported a position in BSRR in Q3 2014 and has held it in 25 quarters since. The position peaked at $707K in Q4 2014. 114 funds tracked by Wall St. Rank hold BSRR as of Q4 2025.

  • Brandywine Global Investment Management held 8,192 shares of Sierra Bancorp worth $268K as of Q4 2025.
  • Brandywine Global Investment Management left its Sierra Bancorp share count unchanged in Q4 2025.
  • Sierra Bancorp made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #580 holding.
  • Brandywine Global Investment Management first reported a position in Sierra Bancorp in Q3 2014 and has held it in 25 quarters since.
  • Brandywine Global Investment Management's Sierra Bancorp position peaked at $707K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Sierra Bancorp as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.