Smartleaf Asset Management
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Smartleaf Asset Management’s Sierra Bancorp BSRR Stock Holding History

Smartleaf Asset Management’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 		$1.02K Buy
26
+8
+44% +$325 ﹤0.01% 3189
2026
Q2 		$732 Hold
18
– – ﹤0.01% 3146
2026
Q1 		$606 Buy
18
+6
+50% +$210 ﹤0.01% 3191
2025
Q4 		$393 Hold
12
– – ﹤0.01% 3289
2025
Q3 		$346 Buy
+12
New +$362 ﹤0.01% 2898
2025
Q2 		– Sell
-170
Closed -$4.8K – 2758
2025
Q1 		$4.8K Hold
170
– – ﹤0.01% 2200
2024
Q4 		$4.92K Hold
170
– – ﹤0.01% 2250
2024
Q3 		$4.87K Buy
170
+12
+8% +$333 ﹤0.01% 2130
2024
Q2 		$3.33K Buy
+158
New +$3.23K ﹤0.01% 1998

Other funds holding BSRR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Smartleaf Asset Management's BSRR Position: Q3 2026 in Review

Smartleaf Asset Management increased its Sierra Bancorp (BSRR) stake by 44% in Q3 2026, buying an estimated $325 and bringing the position to 26 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

Smartleaf Asset Management first reported a position in BSRR in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.92K in Q4 2024. 55 funds tracked by Wall St. Rank hold BSRR as of Q3 2026.

  • Smartleaf Asset Management held 26 shares of Sierra Bancorp worth $1.02K as of Q3 2026.
  • Smartleaf Asset Management bought 8 Sierra Bancorp shares in Q3 2026, an estimated $325.
  • Sierra Bancorp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3189 holding.
  • Smartleaf Asset Management first reported a position in Sierra Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Sierra Bancorp position peaked at $4.92K in Q4 2024.
  • 55 funds tracked by Wall St. Rank held Sierra Bancorp as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.