R Squared’s Sierra Bancorp BSRR Stock Holding History

R Squared’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
2025 Q1	–	Sell	-420	Closed	-$12.1K	–	477
2024 Q4	$12.1K	Buy	+420	New	+$12.6K	0.01%	1085

Other funds holding BSRR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

R Squared's BSRR Position: Q1 2025 in Review

R Squared sold out of Sierra Bancorp (BSRR) in Q1 2025, closing a stake of 420 shares — an estimated $12.1K sold.

R Squared first reported a position in BSRR in Q4 2024 and held it in 1 quarter. The position peaked at $12.1K in Q4 2024. 114 funds tracked by Wall St. Rank hold BSRR as of Q1 2025.

R Squared reported no remaining Sierra Bancorp position as of Q1 2025 after selling out during the quarter.
R Squared sold 420 Sierra Bancorp shares in Q1 2025, an estimated $12.1K.
R Squared first reported a position in Sierra Bancorp in Q4 2024 and held it in 1 quarter.
R Squared's Sierra Bancorp position peaked at $12.1K in Q4 2024.
114 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.