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Empowered Funds’s Sierra Bancorp BSRR Stock Holding History

Empowered Funds’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 		$3.35M Buy
82,101
+5,869
+8% +$221K 0.02% 900
2026
Q1 		$2.59M Sell
76,232
-3,758
-5% -$131K 0.02% 958
2025
Q4 		$2.61M Buy
79,990
+6,432
+9% +$195K 0.04% 411
2025
Q3 		$2.13M Sell
73,558
-3,162
-4% -$95.4K 0.02% 895
2025
Q2 		$2.28M Buy
76,720
+2,472
+3% +$67.1K 0.03% 769
2025
Q1 		$2.07M Sell
74,248
-4,513
-6% -$133K 0.03% 726
2024
Q4 		$2.28M Buy
78,761
+3,767
+5% +$113K 0.03% 689
2024
Q3 		$2.17M Buy
74,994
+3,752
+5% +$104K 0.03% 650
2024
Q2 		$1.59M Buy
71,242
+5,040
+8% +$103K 0.03% 693
2024
Q1 		$1.34M Buy
66,202
+4,900
+8% +$96.5K 0.02% 747
2023
Q4 		$1.38M Buy
61,302
+5,461
+10% +$106K 0.03% 655
2023
Q3 		$1.06M Buy
55,841
+4,582
+9% +$90.1K 0.03% 651
2023
Q2 		$870K Buy
+51,259
New +$843K 0.03% 646

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

Empowered Funds's BSRR Position: Q2 2026 in Review

Empowered Funds increased its Sierra Bancorp (BSRR) stake by 7.7% in Q2 2026, buying an estimated $221K and bringing the position to 82,101 shares worth $3.35M. The position accounts for 0.02% of the portfolio, ranked #900.

Empowered Funds first reported a position in BSRR in Q2 2023 and has held it in 13 quarters since. 126 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Empowered Funds held 82,101 shares of Sierra Bancorp worth $3.35M as of Q2 2026.
  • Empowered Funds bought 5,869 Sierra Bancorp shares in Q2 2026, an estimated $221K.
  • Sierra Bancorp made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #900 holding.
  • Empowered Funds first reported a position in Sierra Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 126 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.