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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
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% -$1.19K ﹤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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Covestor's BSRR Position: Q2 2026 in Review

Covestor opened a new position in Sierra Bancorp (BSRR) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2500 among its holdings. This is a return to the name: Covestor previously reported a position in BSRR as recently as Q4 2025.

Covestor first reported a position in BSRR in Q3 2022 and has held it in 12 quarters since. The position peaked at $3K in Q1 2023. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Covestor held 1 share of Sierra Bancorp worth $0 as of Q2 2026.
  • Sierra Bancorp was a new Covestor position in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2500 holding.
  • Covestor first reported a position in Sierra Bancorp in Q3 2022 and has held it in 12 quarters since.
  • Covestor's Sierra Bancorp position peaked at $3K in Q1 2023.
  • 125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.