EverSource Wealth Advisors’s Sierra Bancorp BSRR Stock Holding History

EverSource Wealth 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	$3.59K	Sell	88 -276	-76%	-$10.4K	﹤0.01%	3452
2026 Q1	$12.3K	Buy	364 +6	+2%	+$210	﹤0.01%	2798
2025 Q4	$11.7K	Buy	358 +243	+211%	+$7.35K	﹤0.01%	2721
2025 Q3	$3.32K	Buy	115 +27	+31%	+$815	﹤0.01%	3326
2025 Q2	$2.61K	Buy	88 +71	+418%	+$1.93K	﹤0.01%	3413
2025 Q1	$474	Hold	17	–	–	﹤0.01%	3474
2024 Q4	$492	Buy	+17	New	+$509	﹤0.01%	3204
2023 Q2	–	Sell	-359	Closed	-$6.18K	–	2507
2023 Q1	$6.18K	Buy	+359	New	+$7.22K	﹤0.01%	1562

Other funds holding BSRR

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EverSource Wealth Advisors's BSRR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sierra Bancorp (BSRR) stake by 76% in Q2 2026, selling an estimated $10.4K and leaving 88 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

EverSource Wealth Advisors first reported a position in BSRR in Q1 2023 and has held it in 8 quarters since. The position peaked at $12.3K in Q1 2026. 30 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

EverSource Wealth Advisors held 88 shares of Sierra Bancorp worth $3.59K as of Q2 2026.
EverSource Wealth Advisors sold 276 Sierra Bancorp shares in Q2 2026, an estimated $10.4K.
Sierra Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3452 holding.
EverSource Wealth Advisors first reported a position in Sierra Bancorp in Q1 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's Sierra Bancorp position peaked at $12.3K in Q1 2026.
30 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.