SignatureFD’s Sierra Bancorp BSRR Stock Holding History

SignatureFD’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
2025 Q2	–	Sell	-55	Closed	-$1.53K	–	3284
2025 Q1	$1.53K	Buy	55 +19	+53%	+$562	﹤0.01%	2944
2024 Q4	$1.04K	Buy	+36	New	+$1.08K	﹤0.01%	3017

Other funds holding BSRR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SignatureFD's BSRR Position: Q2 2025 in Review

SignatureFD sold out of Sierra Bancorp (BSRR) in Q2 2025, closing a stake of 55 shares — an estimated $1.53K sold.

SignatureFD first reported a position in BSRR in Q4 2024 and held it in 2 quarters. The position peaked at $1.53K in Q1 2025. 105 funds tracked by Wall St. Rank hold BSRR as of Q2 2025.

SignatureFD reported no remaining Sierra Bancorp position as of Q2 2025 after selling out during the quarter.
SignatureFD sold 55 Sierra Bancorp shares in Q2 2025, an estimated $1.53K.
SignatureFD first reported a position in Sierra Bancorp in Q4 2024 and held it in 2 quarters.
SignatureFD's Sierra Bancorp position peaked at $1.53K in Q1 2025.
105 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.