Jacobs Levy Equity Management’s Sierra Bancorp BSRR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $625K | Buy |
18,419
+1,870
| +11% | +$65.4K | ﹤0.01% | 785 |
|
|
2025
Q4 | $541K | Sell |
16,549
-1,322
| -7% | -$40K | ﹤0.01% | 787 |
|
|
2025
Q3 | $517K | Buy |
17,871
+480
| +3% | +$14.5K | ﹤0.01% | 817 |
|
|
2025
Q2 | $516K | Buy |
17,391
+2,063
| +13% | +$56K | ﹤0.01% | 879 |
|
|
2025
Q1 | $427K | Sell |
15,328
-630
| -4% | -$18.6K | ﹤0.01% | 935 |
|
|
2024
Q4 | $462K | Sell |
15,958
-41
| -0.3% | -$1.23K | ﹤0.01% | 821 |
|
|
2024
Q3 | $462K | Sell |
15,999
-2,407
| -13% | -$66.9K | ﹤0.01% | 840 |
|
|
2024
Q2 | $412K | Sell |
18,406
-5,993
| -25% | -$123K | ﹤0.01% | 859 |
|
|
2024
Q1 | $493K | Sell |
24,399
-193
| -0.8% | -$3.8K | ﹤0.01% | 818 |
|
|
2023
Q4 | $555K | Sell |
24,592
-116
| -0.5% | -$2.25K | ﹤0.01% | 814 |
|
|
2023
Q3 | $468K | Buy |
24,708
+2,753
| +13% | +$54.1K | ﹤0.01% | 813 |
|
|
2023
Q2 | $373K | Sell |
21,955
-6,794
| -24% | -$112K | ﹤0.01% | 855 |
|
|
2023
Q1 | $495K | Sell |
28,749
-1,639
| -5% | -$32.9K | ﹤0.01% | 806 |
|
|
2022
Q4 | $645K | Sell |
30,388
-422
| -1% | -$9.04K | ﹤0.01% | 744 |
|
|
2022
Q3 | $608K | Sell |
30,810
-16,005
| -34% | -$343K | ﹤0.01% | 803 |
|
|
2022
Q2 | $1.02M | Sell |
46,815
-836
| -2% | -$18.7K | 0.01% | 751 |
|
|
2022
Q1 | $1.19M | Sell |
47,651
-1,384
| -3% | -$36.9K | 0.01% | 728 |
|
|
2021
Q4 | $1.33M | Buy |
49,035
+1,991
| +4% | +$51.5K | 0.01% | 694 |
|
|
2021
Q3 | $1.14M | Sell |
47,044
-479
| -1% | -$11.6K | 0.01% | 729 |
|
|
2021
Q2 | $1.21M | Buy |
47,523
+2,708
| +6% | +$73.2K | 0.01% | 705 |
|
|
2021
Q1 | $1.2M | Sell |
44,815
-2,909
| -6% | -$73.1K | 0.01% | 701 |
|
|
2020
Q4 | $1.14M | Sell |
47,724
-720
| -1% | -$15.4K | 0.01% | 688 |
|
|
2020
Q3 | $813K | Sell |
48,444
-4,027
| -8% | -$72.1K | 0.01% | 701 |
|
|
2020
Q2 | $991K | Buy |
52,471
+957
| +2% | +$17.3K | 0.01% | 674 |
|
|
2020
Q1 | $906K | Buy |
51,514
+3,610
| +8% | +$87.7K | 0.01% | 650 |
|
|
2019
Q4 | $1.4M | Buy |
47,904
+12,809
| +36% | +$352K | 0.01% | 619 |
|
|
2019
Q3 | $932K | Sell |
35,095
-7,936
| -18% | -$204K | 0.01% | 624 |
|
|
2019
Q2 | $1.17M | Sell |
43,031
-391
| -0.9% | -$10K | 0.02% | 618 |
|
|
2019
Q1 | $1.05M | Buy |
43,422
+6,950
| +19% | +$180K | 0.02% | 647 |
|
|
2018
Q4 | $876K | Buy |
36,472
+11,862
| +48% | +$318K | 0.02% | 624 |
|
|
2018
Q3 | $711K | Buy |
24,610
+4,000
| +19% | +$118K | 0.01% | 713 |
|
|
2018
Q2 | $582K | Buy |
20,610
+800
| +4% | +$22.6K | 0.01% | 769 |
|
|
2018
Q1 | $528K | Buy |
19,810
+1,900
| +11% | +$51.8K | 0.01% | 771 |
|
|
2017
Q4 | $476K | Buy |
17,910
+3,710
| +26% | +$99.3K | 0.01% | 764 |
|
|
2017
Q3 | $386K | Sell |
14,200
-1,500
| -10% | -$38.2K | 0.01% | 743 |
|
|
2017
Q2 | $385K | Buy |
+15,700
| New | +$399K | 0.01% | 734 |
|
Other funds holding BSRR
VCM
PMG
Jacobs Levy Equity Management's BSRR Position: Q1 2026 in Review
Jacobs Levy Equity Management increased its Sierra Bancorp (BSRR) stake by 11% in Q1 2026, buying an estimated $65.4K and bringing the position to 18,419 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #785.
Jacobs Levy Equity Management first reported a position in BSRR in Q2 2017 and has held it in 36 quarters since. The position peaked at $1.4M in Q4 2019. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.
- Jacobs Levy Equity Management held 18,419 shares of Sierra Bancorp worth $625K as of Q1 2026.
- Jacobs Levy Equity Management bought 1,870 Sierra Bancorp shares in Q1 2026, an estimated $65.4K.
- Sierra Bancorp made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #785 holding.
- Jacobs Levy Equity Management first reported a position in Sierra Bancorp in Q2 2017 and has held it in 36 quarters since.
- Jacobs Levy Equity Management's Sierra Bancorp position peaked at $1.4M in Q4 2019.
- 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.