Institutional Ownership Sierra Bancorp (BSRR)
This table provides information about the institutional ownership of Sierra Bancorp (BSRR). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 7.6 Million shares, which have been reported (via 13F filing form) to have a value of $223 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
52
shares
|
$1,528
0.0% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
48
shares
|
$1,410
0.0% of portfolio
|
Q1 2025
Reduced 21.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
28
shares
|
$822
0.0% of portfolio
|
Q2 2023
Added 154.55%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
20
shares
|
$587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
13
shares
|
$382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
12
shares
|
$352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3
shares
|
$88
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|