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Foundry Partners’s Sierra Bancorp BSRR Stock Holding History

Foundry 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
2025
Q1 		$4.9M Sell
175,620
-1,065
-0.6% -$31.5K 0.26% 123
2024
Q4 		$5.11M Sell
176,685
-300
-0.2% -$8.98K 0.26% 126
2024
Q3 		$5.11M Buy
176,985
+28,495
+19% +$792K 0.25% 122
2024
Q2 		$3.32M Sell
148,490
-1,925
-1% -$39.4K 0.18% 173
2024
Q1 		$3.04M Buy
150,415
+15,080
+11% +$297K 0.16% 187
2023
Q4 		$3.05M Sell
135,335
-2,450
-2% -$47.6K 0.18% 179
2023
Q3 		$2.61M Sell
137,785
-215
-0.2% -$4.23K 0.16% 178
2023
Q2 		$2.34M Sell
138,000
-2,535
-2% -$41.7K 0.14% 188
2023
Q1 		$2.42M Sell
140,535
-635
-0.4% -$12.8K 0.15% 191
2022
Q4 		$3M Sell
141,170
-38,845
-22% -$832K 0.17% 170
2022
Q3 		$3.56M Buy
180,015
+2,530
+1% +$54.2K 0.22% 122
2022
Q2 		$3.86M Hold
177,485
– – 0.23% 115
2022
Q1 		$4.43M Sell
177,485
-3,375
-2% -$90.1K 0.23% 122
2021
Q4 		$4.91M Sell
180,860
-6,255
-3% -$162K 0.17% 164
2021
Q3 		$4.54M Buy
187,115
+39,675
+27% +$965K 0.16% 172
2021
Q2 		$3.75M Sell
147,440
-28,681
-16% -$775K 0.13% 202
2021
Q1 		$4.72M Sell
176,121
-7,515
-4% -$189K 0.16% 193
2020
Q4 		$4.39M Buy
183,636
+7,380
+4% +$158K 0.17% 172
2020
Q3 		$2.96M Sell
176,256
-10,540
-6% -$189K 0.14% 197
2020
Q2 		$3.53M Buy
186,796
+6,371
+4% +$115K 0.17% 173
2020
Q1 		$3.17M Sell
180,425
-2,320
-1% -$56.4K 0.18% 163
2019
Q4 		$5.32M Sell
182,745
-9,400
-5% -$258K 0.2% 157
2019
Q3 		$5.1M Sell
192,145
-10,535
-5% -$271K 0.21% 162
2019
Q2 		$5.5M Sell
202,680
-1,675
-0.8% -$43K 0.22% 157
2019
Q1 		$4.97M Buy
204,355
+24,525
+14% +$636K 0.2% 177
2018
Q4 		$4.32M Buy
179,830
+12,375
+7% +$332K 0.19% 181
2018
Q3 		$4.84M Sell
167,455
-5,185
-3% -$153K 0.18% 196
2018
Q2 		$4.88M Sell
172,640
-25
-0% -$705 0.2% 199
2018
Q1 		$4.6M Sell
172,665
-675
-0.4% -$18.4K 0.2% 185
2017
Q4 		$4.6M Sell
173,340
-6,725
-4% -$180K 0.19% 190
2017
Q3 		$4.89M Buy
180,065
+13,225
+8% +$337K 0.2% 193
2017
Q2 		$4.1M Sell
166,840
-2,500
-1% -$63.6K 0.17% 211
2017
Q1 		$4.64M Sell
169,340
-250
-0.1% -$6.82K 0.19% 197
2016
Q4 		$4.51M Buy
169,590
+41,020
+32% +$867K 0.19% 193
2016
Q3 		$2.41M Buy
128,570
+1,525
+1% +$27.1K 0.13% 239
2016
Q2 		$2.12M Buy
127,045
+10,995
+9% +$191K 0.12% 259
2016
Q1 		$2.11M Buy
116,050
+3,725
+3% +$66.6K 0.21% 149
2015
Q4 		$1.98M Buy
112,325
+5,045
+5% +$87K 0.16% 166
2015
Q3 		$1.71M Buy
107,280
+20,225
+23% +$340K 0.15% 172
2015
Q2 		$1.51M Buy
87,055
+28,055
+48% +$472K 0.12% 185
2015
Q1 		$985K Buy
+59,000
New +$968K 0.08% 195

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundry Partners's BSRR Position: Q1 2025 in Review

Foundry Partners reduced its Sierra Bancorp (BSRR) stake by 0.6% in Q1 2025, selling an estimated $31.5K and leaving 175,620 shares worth $4.9M. The position accounts for 0.26% of the portfolio, ranked #123.

Foundry Partners first reported a position in BSRR in Q1 2015 and has held it in 41 quarters since. The position peaked at $5.5M in Q2 2019. 114 funds tracked by Wall St. Rank hold BSRR as of Q1 2025.

  • Foundry Partners held 175,620 shares of Sierra Bancorp worth $4.9M as of Q1 2025.
  • Foundry Partners sold 1,065 Sierra Bancorp shares in Q1 2025, an estimated $31.5K.
  • Sierra Bancorp made up 0.26% of Foundry Partners's portfolio in Q1 2025, its #123 holding.
  • Foundry Partners first reported a position in Sierra Bancorp in Q1 2015 and has held it in 41 quarters since.
  • Foundry Partners's Sierra Bancorp position peaked at $5.5M in Q2 2019.
  • 114 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.