SIERRA BANCORP - BSRR

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 1,306,403 53,248 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 925,270 36,131 0.01% 0.01% 2 +3,641 0.4% Q3 2026 Nov 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 527,029 21,481 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 438,288 17,864 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 403,506 15,756 0.43% 0.47% 5 -30,569 -7.04% Q3 2026 Nov 04, 2026
AMERICAN CENTURY COMPANIES INC History No change 372,676 15,190 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 357,606 14,576 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 09, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 315,368 12,857 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 276,592 11,273 0.0% 0.0% 9 0 0.0% Q2 2026 Sep 22, 2026
FMR LLC History No change 212,021 8,641 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 185,812 7,573 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History No change 184,089 7,503 0.3% 0.3% 12 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 175,804 7,165 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
CSM Advisors, LLC History No change 163,990 6,685 0.14% 0.14% 14 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 135,101 5,506 0.1% 0.1% 15 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 123,092 5,017 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 99,574 4,058 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
BANC FUNDS CO LLC History No change 99,255 4,045 0.67% 0.67% 18 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 98,078 3,997 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 93,959 3,829 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 92,746 3,780 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 82,101 3,346 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 77,866 3,173 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
LSV ASSET MANAGEMENT History No change 70,600 2,878 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 52,083 2,122 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 48,502 1,976 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 04, 2026
FEDERATED HERMES, INC. History No change 46,752 1,905 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 35,034 1,427 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 34,840 1,420 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 33,058 1,347 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 32,317 1,317 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 26,396 1,073 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 26,258 1,070 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 13, 2026
PANAGORA ASSET MANAGEMENT INC History No change 25,938 1,057 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 24,706 1,007 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 23,277 948 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 22,949 935 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 21,615 881 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 20,771 846 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 19,101 778 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Mutual Advisors, LLC History No change 18,951 772 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 18,949 739 0.0% 0.0% 42 +10,476 123.64% Q3 2026 Nov 02, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 16,328 665 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History Reduced 16,397 640 0.03% 0.03% 44 -376 -2.24% Q3 2026 Oct 22, 2026
RHUMBLINE ADVISERS History No change 15,284 622 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 14,486 590 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 14,285 582 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 14,021 571 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 13,746 560 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 13,529 551 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
Pasadena Private Wealth, LLC History No change 13,200 538 0.07% 0.07% 51 0 0.0% Q2 2026 Aug 10, 2026
WELLS FARGO & COMPANY/MN History No change 12,640 515 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 12,553 511 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 14,896 505 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 11,830 482 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 11,567 471 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
MKT Advisors LLC History Reduced 11,381 452 0.15% 0.16% 57 -939 -7.62% Q3 2026 Oct 20, 2026
PRUDENTIAL FINANCIAL INC History No change 10,616 432 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,015 409 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History New 10,400 406 0.0% — 60 +10,400 New Q3 2026 Oct 30, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 9,937 405 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History No change 9,445 384 0.0% 0.0% 62 0 0.0% Q2 2026 Jul 17, 2026
Engineers Gate Manager LP History No change 9,204 375 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Integrated Quantitative Investments LLC History No change 8,957 365 0.06% 0.06% 64 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,463 344 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 8,275 337 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 13, 2026
MetLife Investment Management, LLC History No change 7,999 326 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 7,395 301 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 7,000 285 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 6,470 263 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 06, 2026
Gradient Investments LLC History No change 6,560 256 0.0% 0.0% 71 0 0.0% Q3 2026 Oct 08, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 5,596 228 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
Golden State Wealth Management, LLC History New 5,837 227 0.02% — 73 +5,837 New Q3 2026 Nov 02, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,522 225 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 5,474 223 0.0% 0.0% 75 0 0.0% Q2 2026 Sep 02, 2026
Corient Private Wealth LP History No change 5,361 218 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 27, 2026
Western Financial Corp/CA History Added to 5,375 209 0.07% 0.06% 77 +16 0.3% Q3 2026 Oct 14, 2026
SEI INVESTMENTS CO History No change 5,124 208 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 4,931 200 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 3,814 155 0.0% 0.0% 80 0 0.0% Q2 2026 Jul 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 3,662 149 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 17, 2026
BARCLAYS PLC History No change 3,640 148 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,500 142 0.0% 0.0% 83 0 0.0% Q2 2026 Jul 23, 2026
BFSG, LLC History Reduced 3,386 132 0.01% 0.01% 84 -214 -5.94% Q3 2026 Oct 30, 2026
OSAIC HOLDINGS, INC. History No change 2,763 112 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 2,307 94 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 2,006 81 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 1,825 71 0.0% 0.0% 88 -4,773 -72.34% Q3 2026 Nov 04, 2026
CANADA LIFE ASSURANCE Co History No change 1,349 55 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 1,278 52 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 10, 2026
WHITTIER TRUST CO History No change 1,159 47 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 27, 2026
Legal & General Group Plc History No change 1,116 45 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 1,018 41 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 908 37 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 11, 2026
ROYAL BANK OF CANADA History No change 751 30 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History No change 652 25 0.0% 0.0% 96 0 0.0% Q3 2026 Oct 27, 2026
State of Alaska, Department of Revenue History No change 546 21 0.0% 0.0% 97 0 0.0% Q3 2026 Oct 15, 2026
Rockefeller Capital Management L.P. History No change 502 20 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 253 9 0.0% 0.0% 101 +10 4.12% Q3 2026 Oct 08, 2026
Sterling Capital Management LLC History Reduced 236 9 0.0% 0.0% 99 -6 -2.48% Q3 2026 Oct 22, 2026
Farther Finance Advisors, LLC History Added to 234 9 0.0% 0.0% 100 +2 0.86% Q3 2026 Oct 08, 2026
IFP Advisors, Inc History Reduced 217 8 0.0% 0.0% 102 -84 -27.91% Q3 2026 Oct 16, 2026
Versant Capital Management, Inc History No change 216 8 0.0% 0.0% 103 0 0.0% Q3 2026 Oct 01, 2026
JONES FINANCIAL COMPANIES LLLP History No change 175 7 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
North Star Investment Management Corp. History No change 180 7 0.0% 0.0% 105 0 0.0% Q3 2026 Oct 27, 2026
Allworth Financial LP History No change 178 7 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 165 6 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 24, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 134 5 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 88 3 0.0% 0.0% 109 0 0.0% Q3 2026 Nov 04, 2026
Quarry LP History No change 56 2 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 54 2 0.0% 0.0% 111 0 0.0% Q3 2026 Oct 14, 2026
SIGNATUREFD, LLC History Added to 34 1 0.0% — 115 +26 325.0% Q3 2026 Oct 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 46 1 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 29 1 0.0% 0.0% 113 0 0.0% Q3 2026 Oct 20, 2026
ASSETMARK, INC History No change 49 1 0.0% 0.0% 114 0 0.0% Q3 2026 Oct 21, 2026
Capital Advisors, Ltd. LLC History No change 28 1 0.0% 0.0% 116 0 0.0% Q3 2026 Oct 27, 2026
Optiver Holding B.V. History No change 36 1 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History Closed out 0 0 — 0.0% — -8,200 -100.0% Q3 2026 Oct 30, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -215 -100.0% Q3 2026 Oct 13, 2026
Larson Financial Group LLC History Reduced 7 0 — 0.0% — -25 -78.13% Q3 2026 Nov 05, 2026
Root Financial Partners, LLC History New 19 0 — — — +19 New Q3 2026 Oct 21, 2026
Physician Wealth Advisors, Inc. History New 13 0 — — — +13 New Q3 2026 Oct 20, 2026
Covestor Ltd History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 30, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Parkside Financial Bank & Trust History No change 20 0 — — — 0 0.0% Q3 2026 Oct 27, 2026
Fortitude Family Office, LLC History No change 11 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
True Wealth Design, LLC History No change 13 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
Smartleaf Asset Management LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 12, 2026