Raymond James Financial
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Raymond James Financial’s Sierra Bancorp BSRR Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-891
Closed -$26.4K – 5208
2025
Q2 		$26.4K Buy
+891
New +$24.2K ﹤0.01% 5473

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial's BSRR Position: Q3 2025 in Review

Raymond James Financial sold out of Sierra Bancorp (BSRR) in Q3 2025, closing a stake of 891 shares — an estimated $26.4K sold.

Raymond James Financial first reported a position in BSRR in Q2 2025 and held it in 1 quarter. The position peaked at $26.4K in Q2 2025. 108 funds tracked by Wall St. Rank hold BSRR as of Q3 2025.

  • Raymond James Financial reported no remaining Sierra Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 891 Sierra Bancorp shares in Q3 2025, an estimated $26.4K.
  • Raymond James Financial first reported a position in Sierra Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Sierra Bancorp position peaked at $26.4K in Q2 2025.
  • 108 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.