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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Wace's BSRR Position: Q1 2026 in Review

Marshall Wace sold out of Sierra Bancorp (BSRR) in Q1 2026, closing a stake of 20,318 shares — an estimated $664K sold.

Marshall Wace first reported a position in BSRR in Q2 2019 and held it in 4 quarters. The position peaked at $664K in Q4 2025. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • Marshall Wace reported no remaining Sierra Bancorp position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 20,318 Sierra Bancorp shares in Q1 2026, an estimated $664K.
  • Marshall Wace first reported a position in Sierra Bancorp in Q2 2019 and held it in 4 quarters.
  • Marshall Wace's Sierra Bancorp position peaked at $664K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.