Spire Wealth Management’s Sierra Bancorp BSRR Stock Holding History

Spire Wealth 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	–	Sell	-360	Closed	-$11.8K	–	2275
2025 Q4	$11.8K	Sell	360 -1,185	-77%	-$35.8K	﹤0.01%	1657
2025 Q3	$44.7K	Hold	1,545	–	–	﹤0.01%	1276
2025 Q2	$45.9K	Sell	1,545 -50	-3%	-$1.36K	﹤0.01%	1229
2025 Q1	$44.5K	Hold	1,595	–	–	﹤0.01%	1324
2024 Q4	$46.1K	Hold	1,595	–	–	﹤0.01%	1316
2024 Q3	$46.1K	Hold	1,595	–	–	﹤0.01%	1155
2024 Q2	$35.7K	Sell	1,595 -90	-5%	-$1.84K	﹤0.01%	1235
2024 Q1	$34K	Hold	1,685	–	–	﹤0.01%	1343
2023 Q4	$35.6K	Hold	1,685	–	–	﹤0.01%	1317
2023 Q3	$31.9K	Hold	1,685	–	–	﹤0.01%	1338
2023 Q2	$28.6K	Buy	1,685 +155	+10%	+$2.55K	﹤0.01%	1437
2023 Q1	$26.3K	Buy	1,530 +445	+41%	+$8.95K	﹤0.01%	1496
2022 Q4	$23K	Hold	1,085	–	–	﹤0.01%	1310
2022 Q3	$21K	Sell	1,085 -445	-29%	-$9.53K	﹤0.01%	1305
2022 Q2	$33K	Sell	1,530 -1,530	-50%	-$34.2K	﹤0.01%	1461
2022 Q1	$76K	Hold	3,060	–	–	﹤0.01%	1276
2021 Q4	$83K	Hold	3,060	–	–	﹤0.01%	1487
2021 Q3	$74K	Hold	3,060	–	–	﹤0.01%	1314
2021 Q2	$78K	Hold	3,060	–	–	﹤0.01%	1297
2021 Q1	$82K	Buy	+3,060	New	+$76.9K	﹤0.01%	1478

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

Spire Wealth Management's BSRR Position: Q1 2026 in Review

Spire Wealth Management sold out of Sierra Bancorp (BSRR) in Q1 2026, closing a stake of 360 shares — an estimated $11.8K sold.

Spire Wealth Management first reported a position in BSRR in Q1 2021 and held it in 20 quarters. The position peaked at $83K in Q4 2021. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

Spire Wealth Management reported no remaining Sierra Bancorp position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 360 Sierra Bancorp shares in Q1 2026, an estimated $11.8K.
Spire Wealth Management first reported a position in Sierra Bancorp in Q1 2021 and held it in 20 quarters.
Spire Wealth Management's Sierra Bancorp position peaked at $83K in Q4 2021.
116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.