Gradient Investments’s Sierra Bancorp BSRR Stock Holding History

Gradient Investments’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 Q3	$256K	Hold	6,560	–	–	﹤0.01%	429
2026 Q2	$267K	Hold	6,560	–	–	﹤0.01%	419
2026 Q1	$223K	Hold	6,560	–	–	﹤0.01%	407
2025 Q4	$214K	Buy	+6,560	New	+$198K	﹤0.01%	339
2024 Q3	–	Sell	-11,560	Closed	-$259K	–	431
2024 Q2	$259K	Sell	11,560 -5,000	-30%	-$102K	0.01%	283
2024 Q1	$335K	Sell	16,560 -8,154	-33%	-$161K	0.01%	249
2023 Q4	$557K	Buy	24,714 +120	+0.5%	+$2.33K	0.01%	235
2023 Q3	$466K	Hold	24,594	–	–	0.01%	236
2023 Q2	$417K	Hold	24,594	–	–	0.01%	251
2023 Q1	$424K	Hold	24,594	–	–	0.01%	241
2022 Q4	$522K	Buy	24,594 +120	+0.5%	+$2.57K	0.02%	216
2022 Q3	$483K	Hold	24,474	–	–	0.01%	209
2022 Q2	$532K	Hold	24,474	–	–	0.02%	209
2022 Q1	$611K	Hold	24,474	–	–	0.02%	198
2021 Q4	$664K	Hold	24,474	–	–	0.02%	187
2021 Q3	$594K	Hold	24,474	–	–	0.02%	198
2021 Q2	$623K	Buy	24,474 +16,200	+196%	+$438K	0.02%	191
2021 Q1	$222K	Hold	8,274	–	–	0.01%	277
2020 Q4	$139K	Hold	8,274	–	–	0.01%	284
2020 Q3	$139K	Hold	8,274	–	–	0.01%	284
2020 Q2	$156K	Hold	8,274	–	–	0.01%	258
2020 Q1	$145K	Sell	8,274 -1,718	-17%	-$41.7K	0.01%	248
2019 Q4	$291K	Hold	9,992	–	–	0.01%	235
2019 Q3	$265K	Hold	9,992	–	–	0.01%	244
2019 Q2	$271K	Buy	+9,992	New	+$257K	0.01%	248

Other funds holding BSRR

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments's BSRR Position: Q3 2026 in Review

Gradient Investments held its Sierra Bancorp (BSRR) position steady in Q3 2026 at 6,560 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Gradient Investments first reported a position in BSRR in Q2 2019 and has held it in 25 quarters since. The position peaked at $664K in Q4 2021. 24 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

Gradient Investments held 6,560 shares of Sierra Bancorp worth $256K as of Q3 2026.
Gradient Investments left its Sierra Bancorp share count unchanged in Q3 2026.
Sierra Bancorp made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #429 holding.
Gradient Investments first reported a position in Sierra Bancorp in Q2 2019 and has held it in 25 quarters since.
Gradient Investments's Sierra Bancorp position peaked at $664K in Q4 2021.
24 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.