SFA
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Sequoia Financial Advisors’s Sierra Bancorp BSRR Stock Holding History

Sequoia Financial Advisors’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 		$385K Buy
+9,445
New +$356K ﹤0.01% 1512

Other funds holding BSRR

MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sequoia Financial Advisors's BSRR Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Sierra Bancorp (BSRR) in Q2 2026: 9,445 shares worth $385K. The stake represents ﹤0.01% of the portfolio and ranks #1512 among its holdings.

9 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

  • Sequoia Financial Advisors held 9,445 shares of Sierra Bancorp worth $385K as of Q2 2026.
  • Sierra Bancorp was a new Sequoia Financial Advisors position in Q2 2026.
  • Sierra Bancorp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1512 holding.
  • 9 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.