GI
BSRR icon

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
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

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
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Gradient Investments's BSRR Position: Q2 2026 in Review

Gradient Investments held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 6,560 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Gradient Investments first reported a position in BSRR in Q2 2019 and has held it in 24 quarters since. The position peaked at $664K in Q4 2021. 9 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Gradient Investments held 6,560 shares of Sierra Bancorp worth $267K as of Q2 2026.
  • Gradient Investments left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #419 holding.
  • Gradient Investments first reported a position in Sierra Bancorp in Q2 2019 and has held it in 24 quarters since.
  • Gradient Investments's Sierra Bancorp position peaked at $664K in Q4 2021.
  • 9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.