Sierra Bancorp 13F holders
125 funds reported a position in Sierra Bancorp in their 13F for the quarter ended 30 June 2026, together 7.8 million shares worth $316.7 million. Against the quarter before, 15 opened a position, 35 added, 43 trimmed and 5 sold out; together they bought a net 105,936 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Vanguard Capital Management LLC.
Funds holding125+9 on Q1 2026
Shares they held7.8Mworth $316.7 million
Net bought on the quarter105,936 sharesabout $4.3 million at the funds' values
Funds buying to selling50 to 48opened or added, to cut or sold
Opened 15Added 35Held 31Trimmed 43Sold out 5
What each fund did in BSRR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in BSRR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 22 reported a position in Sierra Bancorp: 1 opened one, 4 added, 4 trimmed and 1 sold out, a net 1,553 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| MKT Advisors LLC | -939 | 11,381 | trimmed | 13F |
| Inspire Investing, LLC | -376 | 16,397 | trimmed | 13F |
| IFP Advisors, Inc | -84 | 217 | trimmed | 13F |
| Signaturefd, LLC | +26 | 34 | added | 13F |
| Western Financial Corp | +16 | 5,375 | added | 13F |
| Physician Wealth Advisors, Inc. | +13 | 13 | new | 13F |
| Gamma Investing LLC | +10 | 253 | added | 13F |
| Sterling Capital Management LLC | -6 | 236 | trimmed | 13F |
| Farther Finance Advisors, LLC | +2 | 234 | added | 13F |
| Salem Investment Counselors Inc. | -215 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Sierra Bancorp in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 315,368 shares worth $12.9 million, 0.0% of its reported book. New this quarter: Citadel Advisors. In the quarter, 3 funds added or opened a position and 3 trimmed or sold out; together they bought a net 7,803 shares, about $318,050 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 315,368 | $12.9 million | 0.0% | +30,024 | added | 30 June 2026 | 13F |
| FMR LLC | 212,021 | $8.6 million | 0.0% | -3,476 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 185,812 | $7.6 million | 0.0% | +4,965 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 19,101 | $778,557 | 0.0% | -5,517 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 11,567 | $471,471 | 0.0% | -23,667 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 5,474 | $223,120 | 0.0% | +5,474 | new | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,306,403 | 16.81% | $53.2 million | 0.00% | +61,492 | 13F |
| Dimensional Fund Advisors LP | 921,629 | 11.86% | $37.6 million | 0.01% | -7,597 | 13F |
| Vanguard Capital Management LLC | 527,029 | 6.78% | $21.5 million | 0.00% | -13,422 | 13F |
| Jupiter Topco LLC | 438,288 | 5.64% | $17.9 million | 0.01% | first 13F | 13F |
| Private Management Group Inc. | 434,075 | 5.59% | $17.7 million | 0.47% | -90,149 | 13F |
| American Century Companies Inc. | 372,676 | 4.80% | $15.2 million | 0.01% | +70,811 | 13F |
| Manufacturers Life Insurance Company, the | 357,606 | 4.60% | $14.6 million | 0.01% | -2,340 | 13F |
| Geode Capital Management, LLC | 315,368 | 4.06% | $12.9 million | 0.00% | +30,024 | 13F |
| State Street Corp. | 276,592 | 3.56% | $11.3 million | 0.00% | +9,632 | 13F |
| FMR LLC | 212,021 | 2.73% | $8.6 million | 0.00% | -3,476 | 13F |
| Renaissance Technologies LLC | 185,812 | 2.39% | $7.6 million | 0.01% | +4,965 | 13F |
| Basswood Capital Management, L.l.c. | 184,089 | 2.37% | $7.5 million | 0.32% | +44,413 | 13F |
| Northern Trust Corp. | 175,804 | 2.26% | $7.2 million | 0.00% | +15,068 | 13F |
| CSM Advisors, LLC | 163,990 | 2.11% | $6.7 million | 0.14% | -180 | 13F |
| Bridgeway Capital Management, LLC | 135,101 | 1.74% | $5.5 million | 0.10% | +5,869 | 13F |
| Morgan Stanley | 123,092 | 1.58% | $5.0 million | 0.00% | -7,509 | 13F |
| Vanguard Portfolio Management LLC | 99,574 | 1.28% | $4.1 million | 0.00% | +30,076 | 13F |
| Banc Funds Co. LLC | 99,255 | 1.28% | $4.0 million | 0.67% | -14,000 | 13F |
| Arrowstreet Capital, Limited Partnership | 98,078 | 1.26% | $4.0 million | 0.00% | -541 | 13F |
| Hotchkis & Wiley Capital Management LLC | 93,959 | 1.21% | $3.8 million | 0.01% | -13,400 | 13F |
| Bank of New York Mellon Corp | 92,746 | 1.19% | $3.8 million | 0.00% | -653 | 13F |
| Empowered Funds, LLC | 82,101 | 1.06% | $3.3 million | 0.02% | +5,869 | 13F |
| Vanguard Fiduciary Trust Co. | 77,866 | 1.00% | $3.2 million | 0.00% | +831 | 13F |
| LSV Asset Management | 70,600 | 0.91% | $2.9 million | 0.01% | +500 | 13F |
| Goldman Sachs Group Inc. | 52,083 | 0.67% | $2.1 million | 0.00% | -32,921 | 13F |
| Fisher Asset Management, LLC | 48,502 | 0.62% | $2.0 million | 0.00% | -1,760 | 13F |
| Federated Hermes, Inc. | 46,752 | 0.60% | $1.9 million | 0.00% | +3,826 | 13F |
| Charles Schwab Investment Management Inc. | 35,034 | 0.45% | $1.4 million | 0.00% | +2,948 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 34,840 | 0.45% | $1.4 million | 0.00% | -657 | 13F |
| AQR Capital Management LLC | 33,058 | 0.43% | $1.3 million | 0.00% | -175 | 13F |
| Trexquant Investment LP | 32,317 | 0.42% | $1.3 million | 0.01% | +3,340 | 13F |
| JPMorgan Chase & Co. | 26,396 | 0.34% | $1.1 million | 0.00% | -1,448 | 13F |
| Quantinno Capital Management LP | 26,258 | 0.34% | $1.1 million | 0.00% | +1,433 | 13F |
| Panagora Asset Management Inc. | 25,938 | 0.33% | $1.1 million | 0.00% | -22,083 | 13F |
| Invesco Ltd. | 24,706 | 0.32% | $1.0 million | 0.00% | +492 | 13F |
| Nuveen, LLC | 23,277 | 0.30% | $948,770 | 0.00% | no change | 13F |
| State of Wisconsin Investment Board | 22,949 | 0.30% | $935,401 | 0.00% | +700 | 13F |
| D. E. Shaw & Co., Inc. | 21,615 | 0.28% | $881,027 | 0.00% | +14,359 | 13F |
| Ameriprise Financial Inc. | 20,771 | 0.27% | $846,626 | 0.00% | no change | 13F |
| Two Sigma Investments, LP | 19,101 | 0.25% | $778,557 | 0.00% | -5,517 | 13F |
| Mutual Advisors, LLC | 18,951 | 0.24% | $772,443 | 0.01% | -2,000 | 13F |
| Inspire Investing, LLC | 16,773 | 0.22% | $683,667 | 0.03% | new | 13F |
| Jacobs Levy Equity Management, Inc. | 16,328 | 0.21% | $665,529 | 0.00% | -2,091 | 13F |
| Rhumbline Advisers | 15,284 | 0.20% | $622,969 | 0.00% | -397 | 13F |
| Franklin Resources Inc. | 14,486 | 0.19% | $590,450 | 0.00% | -7,660 | 13F |
| Lazard Asset Management LLC | 14,285 | 0.18% | $582,257 | 0.00% | +3,743 | 13F |
| Marshall Wace, LLP | 14,021 | 0.18% | $571,496 | 0.00% | new | 13F |
| Voya Investment Management LLC | 13,746 | 0.18% | $560,287 | 0.00% | +391 | 13F |
| Deutsche Bank AG | 13,529 | 0.17% | $551,442 | 0.00% | +1,765 | 13F |
| Pasadena Private Wealth, LLC | 13,200 | 0.17% | $538,032 | 0.07% | no change | 13F |
The 50 largest of the 125 funds that reported a position in BSRR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 16 September 2026 | 3 | $41.09 | SEC |
| 15 September 2026 | 546 | $40.84 | SEC |
| 28 August 2026 | 1 | $39.83 | SEC |
| 27 August 2026 | 452 | $39.49 | SEC |
| 25 August 2026 | 2,436 | $39.65 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.