SEI Investments’s Sierra Bancorp BSRR Stock Holding History

SEI Investments’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	$224K	Buy	5,724 +600	+12%	+$24.4K	﹤0.01%	3008
2026 Q2	$209K	Sell	5,124 -3,259	-39%	-$123K	﹤0.01%	3025
2026 Q1	$284K	Buy	+8,383	New	+$293K	﹤0.01%	2839
2025 Q1	–	Sell	-7,683	Closed	-$222K	–	2774
2024 Q4	$222K	Hold	7,683	–	–	﹤0.01%	2452
2024 Q3	$222K	Buy	+7,683	New	+$213K	﹤0.01%	2438

Other funds holding BSRR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

SEI Investments's BSRR Position: Q3 2026 in Review

SEI Investments increased its Sierra Bancorp (BSRR) stake by 12% in Q3 2026, buying an estimated $24.4K and bringing the position to 5,724 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

SEI Investments first reported a position in BSRR in Q3 2024 and has held it in 5 quarters since. The position peaked at $284K in Q1 2026. 89 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

SEI Investments held 5,724 shares of Sierra Bancorp worth $224K as of Q3 2026.
SEI Investments bought 600 Sierra Bancorp shares in Q3 2026, an estimated $24.4K.
Sierra Bancorp made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #3008 holding.
SEI Investments first reported a position in Sierra Bancorp in Q3 2024 and has held it in 5 quarters since.
SEI Investments's Sierra Bancorp position peaked at $284K in Q1 2026.
89 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.