Marshall Wace
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Marshall Wace’s Sierra Bancorp BSRR Stock Holding History

Marshall Wace’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 		$571K Buy
+14,021
New +$529K ﹤0.01% 2454
2026
Q1 		– Sell
-20,318
Closed -$664K – 3214
2025
Q4 		$664K Buy
20,318
+8,963
+79% +$271K ﹤0.01% 2122
2025
Q3 		$328K Buy
+11,355
New +$343K ﹤0.01% 2391
2019
Q4 		– Sell
-8,586
Closed -$228K – 1714
2019
Q3 		$228K Sell
8,586
-745
-8% -$19.2K ﹤0.01% 1263
2019
Q2 		$253K Buy
+9,331
New +$240K ﹤0.01% 1209

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

Marshall Wace's BSRR Position: Q2 2026 in Review

Marshall Wace opened a new position in Sierra Bancorp (BSRR) in Q2 2026: 14,021 shares worth $571K. The stake represents ﹤0.01% of the portfolio and ranks #2454 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BSRR as recently as Q4 2025.

Marshall Wace first reported a position in BSRR in Q2 2019 and has held it in 5 quarters since. The position peaked at $664K in Q4 2025. 126 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Marshall Wace held 14,021 shares of Sierra Bancorp worth $571K as of Q2 2026.
  • Sierra Bancorp was a new Marshall Wace position in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2454 holding.
  • Marshall Wace first reported a position in Sierra Bancorp in Q2 2019 and has held it in 5 quarters since.
  • Marshall Wace's Sierra Bancorp position peaked at $664K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.