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Financial Management Professionals’s Sierra Bancorp BSRR Stock Holding History

Financial Management Professionals’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
2025
Q2 		– Sell
-1,012
Closed -$28.2K – 1025
2025
Q1 		$28.2K Hold
1,012
– – ﹤0.01% 353
2024
Q4 		$29.3K Hold
1,012
– – ﹤0.01% 344
2024
Q3 		$29K Buy
+1,012
New +$28.1K ﹤0.01% 347

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Management Professionals's BSRR Position: Q2 2025 in Review

Financial Management Professionals sold out of Sierra Bancorp (BSRR) in Q2 2025, closing a stake of 1,012 shares — an estimated $28.2K sold.

Financial Management Professionals first reported a position in BSRR in Q3 2024 and held it in 3 quarters. The position peaked at $29.3K in Q4 2024. 105 funds tracked by Wall St. Rank hold BSRR as of Q2 2025.

  • Financial Management Professionals reported no remaining Sierra Bancorp position as of Q2 2025 after selling out during the quarter.
  • Financial Management Professionals sold 1,012 Sierra Bancorp shares in Q2 2025, an estimated $28.2K.
  • Financial Management Professionals first reported a position in Sierra Bancorp in Q3 2024 and held it in 3 quarters.
  • Financial Management Professionals's Sierra Bancorp position peaked at $29.3K in Q4 2024.
  • 105 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.