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 Q2	$345K	Buy	8,473 +2,290	+37%	+$86.4K	﹤0.01%	3467
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's BSRR Position: Q2 2026 in Review

Creative Planning increased its Sierra Bancorp (BSRR) stake by 37% in Q2 2026, buying an estimated $86.4K and bringing the position to 8,473 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

Creative Planning first reported a position in BSRR in Q4 2013 and has held it in 9 quarters since. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

Creative Planning held 8,473 shares of Sierra Bancorp worth $345K as of Q2 2026.
Creative Planning bought 2,290 Sierra Bancorp shares in Q2 2026, an estimated $86.4K.
Sierra Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3467 holding.
Creative Planning first reported a position in Sierra Bancorp in Q4 2013 and has held it in 9 quarters since.
125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.