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Capital Advisors Ltd’s Sierra Bancorp BSRR Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
28
– – ﹤0.01% 1185
2026
Q1 		$1K Hold
28
– – ﹤0.01% 1164
2025
Q4 		$1K Hold
28
– – ﹤0.01% 1142
2025
Q3 		$1K Hold
28
– – ﹤0.01% 1143
2025
Q2 		$1K Hold
28
– – ﹤0.01% 1142
2025
Q1 		$1K Hold
28
– – ﹤0.01% 1128
2024
Q4 		$1K Hold
28
– – ﹤0.01% 1152
2024
Q3 		$1K Hold
28
– – ﹤0.01% 1154
2024
Q2 		$1K Hold
28
– – ﹤0.01% 1136
2024
Q1 		$1K Hold
28
– – ﹤0.01% 1132
2023
Q4 		$1K Hold
28
– – ﹤0.01% 1098
2023
Q3 		$1K Hold
28
– – ﹤0.01% 1086
2023
Q2 		$0 Buy
28
+17
+155% +$280 ﹤0.01% 1307
2023
Q1 		$0 Buy
+11
New +$221 ﹤0.01% 1221

Other funds holding BSRR

MA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Capital Advisors Ltd's BSRR Position: Q2 2026 in Review

Capital Advisors Ltd held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Capital Advisors Ltd first reported a position in BSRR in Q1 2023 and has held it in 14 quarters since. 9 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Capital Advisors Ltd held 28 shares of Sierra Bancorp worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1185 holding.
  • Capital Advisors Ltd first reported a position in Sierra Bancorp in Q1 2023 and has held it in 14 quarters since.
  • 9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.