UBS Group
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UBS Group’s Sierra Bancorp BSRR Stock Holding History

UBS Group’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 		$247K Sell
7,272
-1,419
-16% -$49.6K ﹤0.01% 6517
2025
Q4 		$284K Buy
8,691
+1,886
+28% +$57.1K ﹤0.01% 6391
2025
Q3 		$197K Sell
6,805
-1,333
-16% -$40.2K ﹤0.01% 6681
2025
Q2 		$242K Sell
8,138
-4,740
-37% -$129K ﹤0.01% 6593
2025
Q1 		$359K Buy
12,878
+3,500
+37% +$103K ﹤0.01% 6109
2024
Q4 		$271K Buy
9,378
+1,787
+24% +$53.5K ﹤0.01% 6265
2024
Q3 		$219K Buy
7,591
+2,091
+38% +$58.1K ﹤0.01% 5802
2024
Q2 		$123K Sell
5,500
-9,047
-62% -$185K ﹤0.01% 6030
2024
Q1 		$294K Sell
14,547
-699
-5% -$13.8K ﹤0.01% 5583
2023
Q4 		$344K Buy
15,246
+7,121
+88% +$138K ﹤0.01% 5400
2023
Q3 		$154K Sell
8,125
-303
-4% -$5.96K ﹤0.01% 5543
2023
Q2 		$143K Buy
8,428
+3,503
+71% +$57.6K ﹤0.01% 5724
2023
Q1 		$84.8K Buy
4,925
+575
+13% +$11.6K ﹤0.01% 6039
2022
Q4 		$92.4K Buy
4,350
+3,850
+770% +$82.5K ﹤0.01% 6182
2022
Q3 		$10K Hold
500
– – ﹤0.01% 8405
2022
Q2 		$11K Sell
500
-6,328
-93% -$141K ﹤0.01% 7790
2022
Q1 		$171K Sell
6,828
-3
-0% -$80 ﹤0.01% 5484
2021
Q4 		$185K Buy
6,831
+5,950
+675% +$154K ﹤0.01% 5765
2021
Q3 		$21K Sell
881
-120
-12% -$2.92K ﹤0.01% 7102
2021
Q2 		$25K Sell
1,001
-2,704
-73% -$73K ﹤0.01% 7101
2021
Q1 		$100K Buy
3,705
+523
+16% +$13.1K ﹤0.01% 5962
2020
Q4 		$77K Buy
3,182
+1,922
+153% +$41.2K ﹤0.01% 5869
2020
Q3 		$21K Sell
1,260
-4,793
-79% -$85.8K ﹤0.01% 6267
2020
Q2 		$114K Sell
6,053
-3,694
-38% -$66.6K ﹤0.01% 5198
2020
Q1 		$171K Sell
9,747
-9,730
-50% -$236K ﹤0.01% 4845
2019
Q4 		$567K Buy
19,477
+6,119
+46% +$168K ﹤0.01% 4728
2019
Q3 		$355K Buy
13,358
+8,512
+176% +$219K ﹤0.01% 4824
2019
Q2 		$132K Buy
4,846
+2,471
+104% +$63.5K ﹤0.01% 5194
2019
Q1 		$58K Sell
2,375
-5,310
-69% -$138K ﹤0.01% 5442
2018
Q4 		$184K Buy
7,685
+1,342
+21% +$36K ﹤0.01% 5020
2018
Q3 		$184K Buy
6,343
+3,244
+105% +$95.7K ﹤0.01% 5129
2018
Q2 		$88K Buy
3,099
+1,592
+106% +$44.9K ﹤0.01% 5540
2018
Q1 		$40K Sell
1,507
-559
-27% -$15.2K ﹤0.01% 5878
2017
Q4 		$55K Buy
2,066
+167
+9% +$4.47K ﹤0.01% 5766
2017
Q3 		$52K Buy
1,899
+159
+9% +$4.05K ﹤0.01% 5764
2017
Q2 		$43K Sell
1,740
-1,152
-40% -$29.3K ﹤0.01% 5761
2017
Q1 		$79K Sell
2,892
-978
-25% -$26.7K ﹤0.01% 5207
2016
Q4 		$103K Buy
3,870
+1,059
+38% +$22.4K ﹤0.01% 5266
2016
Q3 		$53K Buy
2,811
+1,311
+87% +$23.3K ﹤0.01% 5469
2016
Q2 		$25K Sell
1,500
-1,426
-49% -$24.7K ﹤0.01% 6103
2016
Q1 		$53K Buy
2,926
+382
+15% +$6.83K ﹤0.01% 5455
2015
Q4 		$45K Buy
2,544
+213
+9% +$3.67K ﹤0.01% 5906
2015
Q3 		$38K Buy
2,331
+915
+65% +$15.4K ﹤0.01% 6060
2015
Q2 		$25K Sell
1,416
-1,605
-53% -$27K ﹤0.01% 6655
2015
Q1 		$51K Buy
3,021
+579
+24% +$9.5K ﹤0.01% 6022
2014
Q4 		$43K Buy
+2,442
New +$40.9K ﹤0.01% 6671

Other funds holding BSRR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's BSRR Position: Q1 2026 in Review

UBS Group reduced its Sierra Bancorp (BSRR) stake by 16% in Q1 2026, selling an estimated $49.6K and leaving 7,272 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #6517.

UBS Group first reported a position in BSRR in Q4 2014 and has held it in 46 quarters since. The position peaked at $567K in Q4 2019. 116 funds tracked by Wall St. Rank hold BSRR as of Q1 2026.

  • UBS Group held 7,272 shares of Sierra Bancorp worth $247K as of Q1 2026.
  • UBS Group sold 1,419 Sierra Bancorp shares in Q1 2026, an estimated $49.6K.
  • Sierra Bancorp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6517 holding.
  • UBS Group first reported a position in Sierra Bancorp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Sierra Bancorp position peaked at $567K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.