Covestor
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Covestor’s Sierra Bancorp BSRR Stock Holding History

Covestor’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
Q3 		– Sell
-1
Closed -$41 – 2386
2026
Q2 		$0 Buy
+1
New +$38 ﹤0.01% 2500
2026
Q1 		– Sell
-4
Closed – – 2278
2025
Q4 		$0 Buy
+4
New +$121 ﹤0.01% 2285
2025
Q2 		– Sell
-2
Closed -$54 – 2228
2025
Q1 		$0 Sell
2
-1
-33% -$30 ﹤0.01% 2241
2024
Q4 		$0 Sell
3
-1
-25% -$30 ﹤0.01% 2252
2024
Q3 		$0 Sell
4
-32
-89% -$889 ﹤0.01% 2239
2024
Q2 		$1K Buy
36
+13
+57% +$266 ﹤0.01% 1941
2024
Q1 		$0 Buy
+23
New +$453 ﹤0.01% 2251
2023
Q4 		– Sell
-57
Closed -$1.11K – 2162
2023
Q3 		$1K Sell
57
-42
-42% -$826 ﹤0.01% 1893
2023
Q2 		$2K Sell
99
-72
-42% -$1.18K ﹤0.01% 1804
2023
Q1 		$3K Buy
171
+53
+45% +$1.06K ﹤0.01% 1655
2022
Q4 		$3K Sell
118
-9
-7% -$193 ﹤0.01% 1674
2022
Q3 		$3K Buy
+127
New +$2.72K ﹤0.01% 1601

Other funds holding BSRR

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Covestor's BSRR Position: Q3 2026 in Review

Covestor sold out of Sierra Bancorp (BSRR) in Q3 2026, closing a stake of 1 share — an estimated $41 sold.

Covestor first reported a position in BSRR in Q3 2022 and held it in 12 quarters. The position peaked at $3K in Q1 2023. 24 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

  • Covestor reported no remaining Sierra Bancorp position as of Q3 2026 after selling out during the quarter.
  • Covestor sold 1 Sierra Bancorp share in Q3 2026, an estimated $41.
  • Covestor first reported a position in Sierra Bancorp in Q3 2022 and held it in 12 quarters.
  • Covestor's Sierra Bancorp position peaked at $3K in Q1 2023.
  • 24 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.