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Farther Finance Advisors’s Sierra Bancorp BSRR Stock Holding History

Farther Finance 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 		$9.46K Hold
232
– – ﹤0.01% 4453
2026
Q1 		$7.91K Hold
232
– – ﹤0.01% 4256
2025
Q4 		$7.58K Buy
232
+5
+2% +$151 ﹤0.01% 4093
2025
Q3 		$6.56K Sell
227
-155
-41% -$4.68K ﹤0.01% 3643
2025
Q2 		$11.3K Hold
382
– – ﹤0.01% 3011
2025
Q1 		$10.6K Hold
382
– – ﹤0.01% 2709
2024
Q4 		$11K Buy
382
+380
+19,000% +$11.4K ﹤0.01% 2350
2024
Q3 		$58 Buy
2
+1
+100% +$28 ﹤0.01% 3853
2024
Q2 		$22 Hold
1
– – ﹤0.01% 3753
2024
Q1 		$19 Sell
1
-1
-50% -$20 ﹤0.01% 3532
2023
Q4 		$45 Buy
+2
New +$39 ﹤0.01% 3392

Other funds holding BSRR

MA
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's BSRR Position: Q2 2026 in Review

Farther Finance Advisors held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 232 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4453.

Farther Finance Advisors first reported a position in BSRR in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3K in Q2 2025. 9 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Farther Finance Advisors held 232 shares of Sierra Bancorp worth $9.46K as of Q2 2026.
  • Farther Finance Advisors left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4453 holding.
  • Farther Finance Advisors first reported a position in Sierra Bancorp in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's Sierra Bancorp position peaked at $11.3K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.