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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
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% -$1.19K ﹤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

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

Covestor's BSRR Position: Q1 2026 in Review

Covestor sold out of Sierra Bancorp (BSRR) in Q1 2026, closing a stake of 4 shares.

Covestor first reported a position in BSRR in Q3 2022 and held it in 11 quarters. The position peaked at $3K in Q1 2023. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • Covestor reported no remaining Sierra Bancorp position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 4 Sierra Bancorp shares in Q1 2026.
  • Covestor first reported a position in Sierra Bancorp in Q3 2022 and held it in 11 quarters.
  • Covestor's Sierra Bancorp position peaked at $3K in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.