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CSM Advisors’s Sierra Bancorp BSRR Stock Holding History

CSM Advisors’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 		$5.57M Sell
164,170
-1,010
-0.6% -$35.3K 0.14% 173
2025
Q4 		$5.4M Buy
165,180
+275
+0.2% +$8.32K 0.15% 158
2025
Q3 		$4.77M Sell
164,905
-5,365
-3% -$162K 0.13% 179
2025
Q2 		$5.06M Buy
+170,270
New +$4.62M 0.15% 175

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

CSM Advisors's BSRR Position: Q1 2026 in Review

CSM Advisors reduced its Sierra Bancorp (BSRR) stake by 0.61% in Q1 2026, selling an estimated $35.3K and leaving 164,170 shares worth $5.57M. The position accounts for 0.14% of the portfolio, ranked #173.

CSM Advisors first reported a position in BSRR in Q2 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • CSM Advisors held 164,170 shares of Sierra Bancorp worth $5.57M as of Q1 2026.
  • CSM Advisors sold 1,010 Sierra Bancorp shares in Q1 2026, an estimated $35.3K.
  • Sierra Bancorp made up 0.14% of CSM Advisors's portfolio in Q1 2026, its #173 holding.
  • CSM Advisors first reported a position in Sierra Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.