Root Financial Partners
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Root Financial Partners’s Sierra Bancorp BSRR Stock Holding History

Root Financial Partners’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
Q3 		$742 Buy
+19
New +$771 ﹤0.01% 3077
2026
Q2 		– Sell
-14
Closed -$475 – 811
2026
Q1 		$475 Buy
+14
New +$489 ﹤0.01% 2882

Other funds holding BSRR

Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Western Financial Corp
Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners's BSRR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sierra Bancorp (BSRR) in Q3 2026: 19 shares worth $742. The stake represents ﹤0.01% of the portfolio and ranks #3077 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSRR as recently as Q1 2026.

Root Financial Partners first reported a position in BSRR in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

  • Root Financial Partners held 19 shares of Sierra Bancorp worth $742 as of Q3 2026.
  • Sierra Bancorp was a new Root Financial Partners position in Q3 2026.
  • Sierra Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3077 holding.
  • Root Financial Partners first reported a position in Sierra Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.