LSV Asset Management’s Sierra Bancorp BSRR Stock Holding History

LSV Asset Management’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	$2.88M	Buy	70,600 +500	+0.7%	+$18.9K	0.01%	558
2026 Q1	$2.38M	Sell	70,100 -10,300	-13%	-$360K	0.01%	554
2025 Q4	$2.63M	Sell	80,400 -9,600	-11%	-$290K	0.01%	549
2025 Q3	$2.6M	Sell	90,000 -7,000	-7%	-$211K	0.01%	546
2025 Q2	$2.88M	Hold	97,000	–	–	0.01%	515
2025 Q1	$2.7M	Hold	97,000	–	–	0.01%	541
2024 Q4	$2.81M	Sell	97,000 -18,800	-16%	-$563K	0.01%	535
2024 Q3	$3.34M	Sell	115,800 -11,100	-9%	-$308K	0.01%	543
2024 Q2	$2.84M	Hold	126,900	–	–	0.01%	575
2024 Q1	$2.56M	Hold	126,900	–	–	0.01%	590
2023 Q4	$2.86M	Sell	126,900 -700	-0.5%	-$13.6K	0.01%	578
2023 Q3	$2.42M	Hold	127,600	–	–	0.01%	601
2023 Q2	$2.17M	Sell	127,600 -3,094	-2%	-$50.9K	﹤0.01%	617
2023 Q1	$2.25M	Hold	130,694	–	–	0.01%	596
2022 Q4	$2.78M	Sell	130,694 -5,242	-4%	-$112K	0.01%	564
2022 Q3	$2.69M	Sell	135,936 -21,100	-13%	-$452K	0.01%	567
2022 Q2	$3.41M	Sell	157,036 -3,700	-2%	-$82.7K	0.01%	558
2022 Q1	$4.01M	Sell	160,736 -12,200	-7%	-$326K	0.01%	561
2021 Q4	$4.7M	Sell	172,936 -10,700	-6%	-$277K	0.01%	554
2021 Q3	$4.46M	Sell	183,636 -5,800	-3%	-$141K	0.01%	564
2021 Q2	$4.82M	Sell	189,436 -3,300	-2%	-$89.1K	0.01%	564
2021 Q1	$5.17M	Sell	192,736 -3,200	-2%	-$80.4K	0.01%	562
2020 Q4	$4.69M	Sell	195,936 -6,300	-3%	-$135K	0.01%	573
2020 Q3	$3.4M	Sell	202,236 -4,800	-2%	-$86K	0.01%	589
2020 Q2	$3.91M	Sell	207,036 -11,900	-5%	-$214K	0.01%	577
2020 Q1	$3.85M	Buy	218,936 +5,842	+3%	+$142K	0.01%	535
2019 Q4	$6.21M	Sell	213,094 -27,358	-11%	-$751K	0.01%	539
2019 Q3	$6.39M	Buy	240,452 +86,466	+56%	+$2.22M	0.01%	521
2019 Q2	$4.18M	Buy	153,986 +11,686	+8%	+$300K	0.01%	579
2019 Q1	$3.46M	Buy	142,300 +119	+0.1%	+$3.09K	0.01%	609
2018 Q4	$3.42M	Buy	142,181 +1,581	+1%	+$42.4K	0.01%	613
2018 Q3	$4.06M	Sell	140,600 -11,300	-7%	-$333K	0.01%	633
2018 Q2	$4.29M	Buy	151,900 +2,200	+1%	+$62.1K	0.01%	629
2018 Q1	$3.99M	Buy	149,700 +13,100	+10%	+$357K	0.01%	627
2017 Q4	$3.63M	Buy	136,600 +4,120	+3%	+$110K	0.01%	641
2017 Q3	$3.6M	Buy	132,480 +13,180	+11%	+$336K	0.01%	646
2017 Q2	$2.93M	Buy	119,300 +2,400	+2%	+$61.1K	0.01%	662
2017 Q1	$3.21M	Buy	116,900 +12,700	+12%	+$346K	0.01%	639
2016 Q4	$2.77M	Sell	104,200 -2,700	-3%	-$57.1K	0.01%	658
2016 Q3	$2M	Buy	106,900 +30,072	+39%	+$535K	﹤0.01%	674
2016 Q2	$1.28M	Hold	76,828	–	–	﹤0.01%	731
2016 Q1	$1.39M	Buy	76,828 +13,835	+22%	+$247K	﹤0.01%	703
2015 Q4	$1.11M	Buy	62,993 +18,593	+42%	+$320K	﹤0.01%	731
2015 Q3	$708K	Buy	44,400 +33,200	+296%	+$558K	﹤0.01%	766
2015 Q2	$193K	Buy	+11,200	New	+$188K	﹤0.01%	860

Other funds holding BSRR

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

PMG

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LSV Asset Management's BSRR Position: Q2 2026 in Review

LSV Asset Management increased its Sierra Bancorp (BSRR) stake by 0.71% in Q2 2026, buying an estimated $18.9K and bringing the position to 70,600 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #558.

LSV Asset Management first reported a position in BSRR in Q2 2015 and has held it in 45 quarters since. The position peaked at $6.39M in Q3 2019. 40 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

LSV Asset Management held 70,600 shares of Sierra Bancorp worth $2.88M as of Q2 2026.
LSV Asset Management bought 500 Sierra Bancorp shares in Q2 2026, an estimated $18.9K.
Sierra Bancorp made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #558 holding.
LSV Asset Management first reported a position in Sierra Bancorp in Q2 2015 and has held it in 45 quarters since.
LSV Asset Management's Sierra Bancorp position peaked at $6.39M in Q3 2019.
40 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.