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Essential Partners’s Sierra Bancorp BSRR Stock Holding History

Essential Partners’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 		$2.2K Sell
54
-146
-73% -$5.51K ﹤0.01% 1936
2026
Q1 		$6.78K Hold
200
– – ﹤0.01% 1436
2025
Q4 		$6.54K Sell
200
-7
-3% -$212 ﹤0.01% 1319
2025
Q3 		$5.98K Buy
207
+105
+103% +$3.17K ﹤0.01% 1361
2025
Q2 		$3.03K Buy
+102
New +$2.77K ﹤0.01% 1201

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Essential Partners's BSRR Position: Q2 2026 in Review

Essential Partners reduced its Sierra Bancorp (BSRR) stake by 73% in Q2 2026, selling an estimated $5.51K and leaving 54 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Essential Partners first reported a position in BSRR in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.78K in Q1 2026. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Essential Partners held 54 shares of Sierra Bancorp worth $2.2K as of Q2 2026.
  • Essential Partners sold 146 Sierra Bancorp shares in Q2 2026, an estimated $5.51K.
  • Sierra Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1936 holding.
  • Essential Partners first reported a position in Sierra Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Sierra Bancorp position peaked at $6.78K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.