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Rothschild Investment LLC’s Sierra Bancorp BSRR Stock Holding History

Rothschild Investment LLC’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 		$204 Hold
5
– – ﹤0.01% 3433
2026
Q1 		$170 Hold
5
– – ﹤0.01% 3329
2025
Q4 		$163 Buy
5
+2
+67% +$61 ﹤0.01% 3141
2025
Q3 		$87 Buy
+3
New +$91 ﹤0.01% 3073
2025
Q2 		– Sell
-25
Closed -$697 – 3046
2025
Q1 		$697 Hold
25
– – ﹤0.01% 2508
2024
Q4 		$723 Buy
+25
New +$748 ﹤0.01% 2393

Other funds holding BSRR

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Rothschild Investment LLC's BSRR Position: Q2 2026 in Review

Rothschild Investment LLC held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 5 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Rothschild Investment LLC first reported a position in BSRR in Q4 2024 and has held it in 6 quarters since. The position peaked at $723 in Q4 2024. 31 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Rothschild Investment LLC held 5 shares of Sierra Bancorp worth $204 as of Q2 2026.
  • Rothschild Investment LLC left its Sierra Bancorp share count unchanged in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3433 holding.
  • Rothschild Investment LLC first reported a position in Sierra Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Rothschild Investment LLC's Sierra Bancorp position peaked at $723 in Q4 2024.
  • 31 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.