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IFP Advisors’s Sierra Bancorp BSRR Stock Holding History

IFP 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 		$12.3K Sell
301
-5
-2% -$189 ﹤0.01% 3265
2026
Q1 		$10.4K Hold
306
– – ﹤0.01% 3133
2025
Q4 		$10K Sell
306
-5
-2% -$151 ﹤0.01% 3068
2025
Q3 		$8.99K Buy
311
+25
+9% +$754 ﹤0.01% 2956
2025
Q2 		$9.32K Buy
286
+107
+60% +$2.91K ﹤0.01% 2959
2025
Q1 		$4.99K Buy
179
+178
+17,800% +$5.26K ﹤0.01% 2844
2024
Q4 		$29 Buy
+1
New +$30 ﹤0.01% 4381
2019
Q1 		$64K Buy
2,633
+4
+0.2% +$104 0.01% 858
2018
Q4 		$63K Buy
2,629
+3
+0.1% +$81 ﹤0.01% 1462
2018
Q3 		$76K Buy
2,626
+3
+0.1% +$88 ﹤0.01% 1646
2018
Q2 		$74K Buy
2,623
+7
+0.3% +$198 ﹤0.01% 1674
2018
Q1 		$69K Hold
2,616
– – ﹤0.01% 1611
2017
Q4 		$69K Buy
2,616
+3
+0.1% +$80 ﹤0.01% 1625
2017
Q3 		$71K Buy
2,613
+3
+0.1% +$76 ﹤0.01% 1767
2017
Q2 		$64K Buy
2,610
+4
+0.2% +$102 ﹤0.01% 1792
2017
Q1 		$71K Buy
2,606
+2
+0.1% +$55 ﹤0.01% 1711
2016
Q4 		$69K Buy
2,604
+4
+0.2% +$85 ﹤0.01% 1682
2016
Q3 		$49K Buy
2,600
+3
+0.1% +$53 ﹤0.01% 1825
2016
Q2 		$43K Sell
2,597
-36
-1% -$625 ﹤0.01% 1859
2016
Q1 		$64K Buy
2,633
+44
+2% +$786 0.01% 858
2015
Q4 		$46K Buy
+2,589
New +$44.6K ﹤0.01% 1666

Other funds holding BSRR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP Advisors's BSRR Position: Q2 2026 in Review

IFP Advisors reduced its Sierra Bancorp (BSRR) stake by 1.6% in Q2 2026, selling an estimated $189 and leaving 301 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

IFP Advisors first reported a position in BSRR in Q4 2015 and has held it in 21 quarters since. The position peaked at $76K in Q3 2018. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • IFP Advisors held 301 shares of Sierra Bancorp worth $12.3K as of Q2 2026.
  • IFP Advisors sold 5 Sierra Bancorp shares in Q2 2026, an estimated $189.
  • Sierra Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3265 holding.
  • IFP Advisors first reported a position in Sierra Bancorp in Q4 2015 and has held it in 21 quarters since.
  • IFP Advisors's Sierra Bancorp position peaked at $76K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.