Lindbrook Capital’s Sierra Bancorp BSRR Stock Holding History

Lindbrook Capital’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
2025 Q1	$1.34K	Sell	48 -13	-21%	-$384	﹤0.01%	2392
2024 Q4	$1.76K	Buy	61 +13	+27%	+$389	﹤0.01%	2341
2024 Q3	$1.39K	Hold	48	–	–	﹤0.01%	2437
2024 Q2	$1.07K	Hold	48	–	–	﹤0.01%	2475
2024 Q1	$970	Hold	48	–	–	﹤0.01%	2427
2023 Q4	$1.08K	Hold	48	–	–	﹤0.01%	2447
2023 Q3	$910	Hold	48	–	–	﹤0.01%	2379
2023 Q2	$815	Buy	+48	New	+$790	﹤0.01%	2407
2022 Q2	–	Sell	-393	Closed	-$10K	–	2505
2022 Q1	$10K	Buy	+393	New	+$10.5K	﹤0.01%	1271

Other funds holding BSRR

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's BSRR Position: Q1 2025 in Review

Lindbrook Capital reduced its Sierra Bancorp (BSRR) stake by 21% in Q1 2025, selling an estimated $384 and leaving 48 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Lindbrook Capital first reported a position in BSRR in Q1 2022 and has held it in 9 quarters since. The position peaked at $10K in Q1 2022. 114 funds tracked by Wall St. Rank hold BSRR as of Q1 2025.

Lindbrook Capital held 48 shares of Sierra Bancorp worth $1.34K as of Q1 2025.
Lindbrook Capital sold 13 Sierra Bancorp shares in Q1 2025, an estimated $384.
Sierra Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2392 holding.
Lindbrook Capital first reported a position in Sierra Bancorp in Q1 2022 and has held it in 9 quarters since.
Lindbrook Capital's Sierra Bancorp position peaked at $10K in Q1 2022.
114 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.