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EA Series Trust’s Sierra Bancorp BSRR Stock Holding History

EA Series Trust’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
2023
Q2 		$870K Buy
+51,259
New +$843K 0.03% 646

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EA Series Trust's BSRR Position: Q2 2023 in Review

EA Series Trust opened a new position in Sierra Bancorp (BSRR) in Q2 2023: 51,259 shares worth $870K. The stake represents 0.03% of the portfolio and ranks #646 among its holdings.

83 funds tracked by Wall St. Rank hold BSRR as of Q2 2023.

  • EA Series Trust held 51,259 shares of Sierra Bancorp worth $870K as of Q2 2023.
  • Sierra Bancorp was a new EA Series Trust position in Q2 2023.
  • Sierra Bancorp made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #646 holding.
  • 83 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.