CA
BSRR icon

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
Q2 		$6.68M Sell
163,990
-180
-0.1% -$6.79K 0.14% 172
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 $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

CSM Advisors's BSRR Position: Q2 2026 in Review

CSM Advisors reduced its Sierra Bancorp (BSRR) stake by 0.11% in Q2 2026, selling an estimated $6.79K and leaving 163,990 shares worth $6.68M. The position accounts for 0.14% of the portfolio, ranked #172.

CSM Advisors first reported a position in BSRR in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • CSM Advisors held 163,990 shares of Sierra Bancorp worth $6.68M as of Q2 2026.
  • CSM Advisors sold 180 Sierra Bancorp shares in Q2 2026, an estimated $6.79K.
  • Sierra Bancorp made up 0.14% of CSM Advisors's portfolio in Q2 2026, its #172 holding.
  • CSM Advisors first reported a position in Sierra Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.