MKT Advisors’s Sierra Bancorp BSRR Stock Holding History

MKT Advisors’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 Q3	$452K	Sell	11,381 -939	-8%	-$38.1K	0.15%	87
2026 Q2	$502K	Hold	12,320	–	–	0.16%	82
2026 Q1	$426K	Hold	12,320	–	–	0.14%	92
2025 Q4	$412K	Hold	12,320	–	–	0.14%	99
2025 Q3	$353K	Hold	12,320	–	–	0.13%	111
2025 Q2	$378K	Hold	12,320	–	–	0.15%	96
2025 Q1	$315K	Hold	12,320	–	–	0.15%	98
2024 Q4	$362K	Hold	12,320	–	–	0.16%	96
2024 Q3	$340K	Hold	12,320	–	–	0.16%	96
2024 Q2	$273K	Hold	12,320	–	–	0.14%	116
2024 Q1	$223K	Hold	12,320	–	–	0.12%	129
2023 Q4	$271K	Hold	12,320	–	–	0.18%	112
2023 Q3	$232K	Hold	12,320	–	–	0.18%	117
2023 Q2	$258K	Hold	12,320	–	–	0.18%	106
2023 Q1	$203K	Hold	12,320	–	–	0.15%	133
2022 Q4	$259K	Hold	12,320	–	–	0.2%	104
2022 Q3	$243K	Hold	12,320	–	–	0.21%	99
2022 Q2	$262K	Hold	12,320	–	–	0.2%	104
2022 Q1	$270K	Hold	12,320	–	–	0.2%	104
2021 Q4	$329K	Buy	+12,320	New	+$319K	0.26%	85

Other funds holding BSRR

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MKT Advisors's BSRR Position: Q3 2026 in Review

MKT Advisors reduced its Sierra Bancorp (BSRR) stake by 7.6% in Q3 2026, selling an estimated $38.1K and leaving 11,381 shares worth $452K. The position accounts for 0.15% of the portfolio, ranked #87.

MKT Advisors first reported a position in BSRR in Q4 2021 and has held it in 20 quarters since. The position peaked at $502K in Q2 2026. 24 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

MKT Advisors held 11,381 shares of Sierra Bancorp worth $452K as of Q3 2026.
MKT Advisors sold 939 Sierra Bancorp shares in Q3 2026, an estimated $38.1K.
Sierra Bancorp made up 0.15% of MKT Advisors's portfolio in Q3 2026, its #87 holding.
MKT Advisors first reported a position in Sierra Bancorp in Q4 2021 and has held it in 20 quarters since.
MKT Advisors's Sierra Bancorp position peaked at $502K in Q2 2026.
24 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.