UBS AM’s Sierra Bancorp BSRR Stock Holding History

UBS AM’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 Q2	$5.46K	Hold	134	–	–	﹤0.01%	3385
2026 Q1	$4.54K	Buy	134 +104	+347%	+$3.63K	﹤0.01%	3470
2025 Q4	$980	Buy	+30	New	+$908	﹤0.01%	3187

Other funds holding BSRR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM's BSRR Position: Q2 2026 in Review

UBS AM held its Sierra Bancorp (BSRR) position steady in Q2 2026 at 134 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

UBS AM first reported a position in BSRR in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

UBS AM held 134 shares of Sierra Bancorp worth $5.46K as of Q2 2026.
UBS AM left its Sierra Bancorp share count unchanged in Q2 2026.
Sierra Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3385 holding.
UBS AM first reported a position in Sierra Bancorp in Q4 2025 and has held it in 3 quarters since.
125 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.