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MAI Capital Management’s Sierra Bancorp BSRR Stock Holding History

MAI Capital 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 		– Sell
-7
Closed -$238 – 2440
2026
Q1 		$238 Buy
7
+1
+17% +$35 ﹤0.01% 4582
2025
Q4 		$197 Buy
+6
New +$182 ﹤0.01% 4045

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

MAI Capital Management's BSRR Position: Q2 2026 in Review

MAI Capital Management sold out of Sierra Bancorp (BSRR) in Q2 2026, closing a stake of 7 shares — an estimated $238 sold.

MAI Capital Management first reported a position in BSRR in Q4 2025 and held it in 2 quarters. The position peaked at $238 in Q1 2026. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • MAI Capital Management reported no remaining Sierra Bancorp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 7 Sierra Bancorp shares in Q2 2026, an estimated $238.
  • MAI Capital Management first reported a position in Sierra Bancorp in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Sierra Bancorp position peaked at $238 in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.