Western Financial Corp’s Sierra Bancorp BSRR Stock Holding History

Western Financial Corp’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	$218K	Buy	+5,359	New	+$202K	0.06%	128

Other funds holding BSRR

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Western Financial Corp's BSRR Position: Q2 2026 in Review

Western Financial Corp opened a new position in Sierra Bancorp (BSRR) in Q2 2026: 5,359 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #128 among its holdings.

17 funds tracked by Wall St. Rank hold BSRR as of Q2 2026.

Western Financial Corp held 5,359 shares of Sierra Bancorp worth $218K as of Q2 2026.
Sierra Bancorp was a new Western Financial Corp position in Q2 2026.
Sierra Bancorp made up 0.06% of Western Financial Corp's portfolio in Q2 2026, its #128 holding.
17 funds tracked by Wall St. Rank held Sierra Bancorp as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.