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Zacks Investment Management’s Sierra Bancorp BSRR Stock Holding History

Zacks Investment 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
2025
Q1 		– Sell
-35,996
Closed -$1.04M – 666
2024
Q4 		$1.04M Sell
35,996
-61,594
-63% -$1.84M 0.01% 414
2024
Q3 		$2.82M Buy
+97,590
New +$2.71M 0.02% 291
2021
Q4 		– Sell
-10,003
Closed -$243K – 616
2021
Q3 		$243K Sell
10,003
-14
-0.1% -$340 ﹤0.01% 554
2021
Q2 		$255K Sell
10,017
-75
-0.7% -$2.03K ﹤0.01% 534
2021
Q1 		$270K Sell
10,092
-553
-5% -$13.9K ﹤0.01% 464
2020
Q4 		$255K Buy
+10,645
New +$228K ﹤0.01% 479
2016
Q2 		– Sell
-98,724
Closed -$1.79M – 632
2016
Q1 		$1.79M Buy
+98,724
New +$1.76M 0.06% 224
2014
Q4 		– Sell
-51,771
Closed -$868K – 638
2014
Q3 		$868K Buy
51,771
+32,818
+173% +$538K 0.03% 285
2014
Q2 		$299K Buy
18,953
+1,939
+11% +$30.4K 0.01% 569
2014
Q1 		$271K Buy
+17,014
New +$274K 0.01% 552

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
Vanguard Group
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's BSRR Position: Q1 2025 in Review

Zacks Investment Management sold out of Sierra Bancorp (BSRR) in Q1 2025, closing a stake of 35,996 shares — an estimated $1.04M sold.

Zacks Investment Management first reported a position in BSRR in Q1 2014 and held it in 10 quarters. The position peaked at $2.82M in Q3 2024. 114 funds tracked by Wall St. Rank hold BSRR as of Q1 2025.

  • Zacks Investment Management reported no remaining Sierra Bancorp position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 35,996 Sierra Bancorp shares in Q1 2025, an estimated $1.04M.
  • Zacks Investment Management first reported a position in Sierra Bancorp in Q1 2014 and held it in 10 quarters.
  • Zacks Investment Management's Sierra Bancorp position peaked at $2.82M in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Sierra Bancorp as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.