Creative Planning’s Sierra Bancorp BSRR Stock Holding History

Creative Planning’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	$210K	Buy	+6,183	New	+$216K	﹤0.01%	3693
2025 Q2	–	Sell	-7,399	Closed	-$206K	–	3695
2025 Q1	$206K	Sell	7,399 -132	-2%	-$3.9K	﹤0.01%	3045
2024 Q4	$218K	Buy	+7,531	New	+$225K	﹤0.01%	2911
2017 Q3	–	Sell	-600	Closed	-$15K	–	2124
2017 Q2	$15K	Hold	600	–	–	﹤0.01%	3355
2017 Q1	$16K	Buy	600 +500	+500%	+$13.6K	﹤0.01%	3265
2016 Q4	$3K	Hold	100	–	–	﹤0.01%	4131
2016 Q3	$2K	Buy	+100	New	+$1.78K	﹤0.01%	4204
2014 Q1	–	Sell	-100	Closed	-$2K	–	3632
2013 Q4	$2K	Buy	+100	New	+$1.72K	﹤0.01%	3082

Other funds holding BSRR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's BSRR Position: Q1 2026 in Review

Creative Planning opened a new position in Sierra Bancorp (BSRR) in Q1 2026: 6,183 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #3693 among its holdings. This is a return to the name: Creative Planning previously reported a position in BSRR as recently as Q1 2025.

Creative Planning first reported a position in BSRR in Q4 2013 and has held it in 8 quarters since. The position peaked at $218K in Q4 2024. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

Creative Planning held 6,183 shares of Sierra Bancorp worth $210K as of Q1 2026.
Sierra Bancorp was a new Creative Planning position in Q1 2026.
Sierra Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3693 holding.
Creative Planning first reported a position in Sierra Bancorp in Q4 2013 and has held it in 8 quarters since.
Creative Planning's Sierra Bancorp position peaked at $218K in Q4 2024.
116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.