Jones Financial Companies’s Sierra Bancorp BSRR Stock Holding History

Jones Financial Companies’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	$7.19K	Buy	+175	New	+$6.6K	﹤0.01%	3927

Other funds holding BSRR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies's BSRR Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Sierra Bancorp (BSRR) in Q2 2026: 175 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #3927 among its holdings.

125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

Jones Financial Companies held 175 shares of Sierra Bancorp worth $7.19K as of Q2 2026.
Sierra Bancorp was a new Jones Financial Companies position in Q2 2026.
Sierra Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3927 holding.
125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.