SVB Wealth’s Sierra Bancorp BSRR Stock Holding History

SVB Wealth’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	-76	Closed	-$2.12K	–	690
2025 Q1	$2.12K	Buy	+76	New	+$2.25K	﹤0.01%	1227

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

SVB Wealth's BSRR Position: Q2 2025 in Review

SVB Wealth sold out of Sierra Bancorp (BSRR) in Q2 2025, closing a stake of 76 shares — an estimated $2.12K sold.

SVB Wealth first reported a position in BSRR in Q1 2025 and held it in 1 quarter. The position peaked at $2.12K in Q1 2025. 105 funds tracked by Wall St. Rank hold BSRR as of Q2 2025.

SVB Wealth reported no remaining Sierra Bancorp position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 76 Sierra Bancorp shares in Q2 2025, an estimated $2.12K.
SVB Wealth first reported a position in Sierra Bancorp in Q1 2025 and held it in 1 quarter.
SVB Wealth's Sierra Bancorp position peaked at $2.12K in Q1 2025.
105 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.