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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
Q2 		– Sell
-14
Closed -$475 – 811
2026
Q1 		$475 Buy
+14
New +$489 ﹤0.01% 2882

Other funds holding BSRR

MA
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SFA
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GI
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WFC
Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's BSRR Position: Q2 2026 in Review

Root Financial Partners sold out of Sierra Bancorp (BSRR) in Q2 2026, closing a stake of 14 shares — an estimated $475 sold.

Root Financial Partners first reported a position in BSRR in Q1 2026 and held it in 1 quarter. The position peaked at $475 in Q1 2026. 21 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Root Financial Partners reported no remaining Sierra Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 14 Sierra Bancorp shares in Q2 2026, an estimated $475.
  • Root Financial Partners first reported a position in Sierra Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Sierra Bancorp position peaked at $475 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.