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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Empowered Funds's BSRR Position: Q1 2026 in Review

Empowered Funds reduced its Sierra Bancorp (BSRR) stake by 4.7% in Q1 2026, selling an estimated $131K and leaving 76,232 shares worth $2.59M. The position accounts for 0.02% of the portfolio, ranked #958.

Empowered Funds first reported a position in BSRR in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q4 2025. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

Empowered Funds held 76,232 shares of Sierra Bancorp worth $2.59M as of Q1 2026.
Empowered Funds sold 3,758 Sierra Bancorp shares in Q1 2026, an estimated $131K.
Sierra Bancorp made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #958 holding.
Empowered Funds first reported a position in Sierra Bancorp in Q2 2023 and has held it in 12 quarters since.
Empowered Funds's Sierra Bancorp position peaked at $2.61M in Q4 2025.
116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.