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 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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Smartleaf Asset Management's BSRR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Sierra Bancorp (BSRR) stake by 50% in Q1 2026, buying an estimated $210 and bringing the position to 18 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Smartleaf Asset Management first reported a position in BSRR in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.92K in Q4 2024. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

Smartleaf Asset Management held 18 shares of Sierra Bancorp worth $606 as of Q1 2026.
Smartleaf Asset Management bought 6 Sierra Bancorp shares in Q1 2026, an estimated $210.
Sierra Bancorp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3191 holding.
Smartleaf Asset Management first reported a position in Sierra Bancorp in Q2 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Sierra Bancorp position peaked at $4.92K in Q4 2024.
116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.