Rockefeller Capital Management
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Rockefeller Capital Management’s Sierra Bancorp BSRR Stock Holding History

Rockefeller Capital Management’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 		$20.5K Hold
502
– – ﹤0.01% 3724
2026
Q1 		$17K Hold
502
– – ﹤0.01% 3772
2025
Q4 		$16.4K Buy
502
+302
+151% +$9.14K ﹤0.01% 3598
2025
Q3 		$5.78K Buy
+200
New +$6.03K ﹤0.01% 3828

Other funds holding BSRR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockefeller Capital Management's BSRR Position: Q2 2026 in Review

Rockefeller Capital Management held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 502 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

Rockefeller Capital Management first reported a position in BSRR in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Rockefeller Capital Management held 502 shares of Sierra Bancorp worth $20.5K as of Q2 2026.
  • Rockefeller Capital Management left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3724 holding.
  • Rockefeller Capital Management first reported a position in Sierra Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.