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 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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MKT Advisors's BSRR Position: Q2 2026 in Review

MKT Advisors held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 12,320 shares worth $502K. The position accounts for 0.16% of the portfolio, ranked #82.

MKT Advisors first reported a position in BSRR in Q4 2021 and has held it in 19 quarters since. 9 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

MKT Advisors held 12,320 shares of Sierra Bancorp worth $502K as of Q2 2026.
MKT Advisors left its Sierra Bancorp share count unchanged in Q2 2026.
Sierra Bancorp made up 0.16% of MKT Advisors's portfolio in Q2 2026, its #82 holding.
MKT Advisors first reported a position in Sierra Bancorp in Q4 2021 and has held it in 19 quarters since.
9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.