Mutual Advisors’s Sierra Bancorp BSRR Stock Holding History

Mutual 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	$772K	Sell	18,951 -2,000	-10%	-$75.4K	0.01%	747
2026 Q1	$711K	Hold	20,951	–	–	0.02%	721
2025 Q4	$685K	Sell	20,951 -4,000	-16%	-$121K	0.01%	725
2025 Q3	$663K	Sell	24,951 -1,000	-4%	-$30.2K	0.01%	727
2025 Q2	$792K	Hold	25,951	–	–	0.02%	604
2025 Q1	$681K	Sell	25,951 -3,000	-10%	-$88.7K	0.02%	591
2024 Q4	$856K	Hold	28,951	–	–	0.02%	529
2024 Q3	$828K	Sell	28,951 -2,000	-6%	-$55.6K	0.02%	548
2024 Q2	$886K	Sell	30,951 -9,092	-23%	-$186K	0.03%	517
2024 Q1	$809K	Hold	40,043	–	–	0.03%	546
2023 Q4	$903K	Hold	40,043	–	–	0.03%	486
2023 Q3	$759K	Sell	40,043 -408	-1%	-$8.02K	0.03%	490
2023 Q2	$686K	Buy	+40,451	New	+$666K	0.03%	543

Other funds holding BSRR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mutual Advisors's BSRR Position: Q2 2026 in Review

Mutual Advisors reduced its Sierra Bancorp (BSRR) stake by 9.5% in Q2 2026, selling an estimated $75.4K and leaving 18,951 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #747.

Mutual Advisors first reported a position in BSRR in Q2 2023 and has held it in 13 quarters since. The position peaked at $903K in Q4 2023. 126 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

Mutual Advisors held 18,951 shares of Sierra Bancorp worth $772K as of Q2 2026.
Mutual Advisors sold 2,000 Sierra Bancorp shares in Q2 2026, an estimated $75.4K.
Sierra Bancorp made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #747 holding.
Mutual Advisors first reported a position in Sierra Bancorp in Q2 2023 and has held it in 13 quarters since.
Mutual Advisors's Sierra Bancorp position peaked at $903K in Q4 2023.
126 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.