BSRR

Sierra Bancorp Cross-source read$40.73 0.34%
FinancialsCUSIP 82620P102· EOD Sep 11, 2026

Among active 13F managers last quarter, 10 opened and 16 added, while 18 reduced; the largest holder to move was Private Management Group Inc (−17%). Over the last 180 days, 4 insiders sold and none bought, a net -$995K in open-market trades.

Tracked 13F holders
112
35 in Q2 2026 filings
13F value (tracked)
$270.1M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
26 adding · 18 trimming
Insiders · Form 4 open-market, 180d
0 buying · 4 selling · -$995K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$40.73 0.34%5Y +76.2%
$13.26$20.94$28.62$36.30$43.98202120222023202420252026111427166166128621081010415813710149101871124128281210202424165202272719824234710
Hover for who · click for detailEnd-of-day closing prices52w $26.59 – $42.85

Who owns BSRR?

112 tracked 13F filers · ranked by shares held

112 tracked 13F filers disclose a position in BSRR as of the latest SEC 13F filings, a combined $270.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.1.3M
$53.2M
+4.9%
Added · +61K sh
Q2 2026
2Dimensional Fund Advisors LP929K
$31.5M
−1.0%
Reduced · −10K sh
Q1 2026
3Vanguard Capital Management LLC527K
$21.5M
−2.5%
Reduced · −13K sh
Q2 2026
4Private Management Group Inc434K
$17.7M
−17%
Reduced · −90K sh
Q2 2026
5Manufacturers Life Insurance Company, The360K
$12.2M
−5.1%
Reduced · −19K sh
Q1 2026
6Janus Henderson Group Ltd.344K
$11.7M
+33%
Added · +85K sh
Q1 2026
7Geode Capital Management, LLC315K
$12.9M
+11%
Added · +30K sh
Q2 2026
8American Century Companies Inc302K
$10.2M
+21%
Added · +52K sh
Q1 2026
9State Street Corp277K
$11.3M
+3.6%
Added · +10K sh
Q2 2026
10FMR LLC212K
$8.6M
−1.6%
Reduced · −3K sh
Q2 2026
11Renaissance Technologies LLC181K
$6.1M
−0.6%
Reduced · −1K sh
Q1 2026
12Northern Trust Corp161K
$5.5M
+1.6%
Added · +3K sh
Q1 2026
13Basswood Capital Management, L.L.C.140K
$4.7M
New
+140K sh
Q1 2026
14Bridgeway Capital Management, LLC135K
$5.5M
+4.5%
Added · +6K sh
Q2 2026
15Morgan Stanley131K
$4.4M
+2.0%
Added · +3K sh
Q1 2026
16Vanguard Portfolio Management LLC100K
$4.1M
+43%
Added · +30K sh
Q2 2026
17Arrowstreet Capital, Limited Partnership99K
$3.3M
+19%
Added · +16K sh
Q1 2026
18Hotchkis & Wiley Capital Management LLC94K
$3.8M
−12%
Reduced · −13K sh
Q2 2026
19Bank of New York Mellon Corp93K
$3.2M
−6.4%
Reduced · −6K sh
Q1 2026
20Goldman Sachs Group Inc85K
$2.9M
−18%
Reduced · −19K sh
Q1 2026
21Vanguard Fiduciary Trust Co78K
$3.2M
+1.1%
Added · +831 sh
Q2 2026
22Empowered Funds, LLC76K
$2.6M
−4.7%
Reduced · −4K sh
Q1 2026
23Fisher Asset Management, LLC50K
$1.7M
+3.6%
Added · +2K sh
Q1 2026
24Federated Hermes, Inc.43K
$1.5M
+20%
Added · +7K sh
Q1 2026
25Millennium Management LLC35K
$1.2M
+230%
Added · +25K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BSRR being bought or sold by institutions?

Last quarter, 10 funds opened a new position in BSRR and 16 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
10
funds took a first position
Added
16
added to an existing position
Reduced
18
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own BSRR also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT56 funds$163.9B
JPMorgan Chase & CoJPM55 funds$41.1B
Wells Fargo & CoWFC55 funds$11.0B
Nvidia CorpNVDA54 funds$262.3B
Apple IncAAPL54 funds$187.4B
Broadcom IncAVGO54 funds$110.2B
Meta Platforms Inc-Class AMETA54 funds$67.7B
Tesla IncTSLA54 funds$40.0B
Amazon.com IncAMZN53 funds$124.4B
Eli Lilly & CoLLY53 funds$56.2B
Costco Wholesale CorpCOST53 funds$24.4B
Bank Of America CorpBAC53 funds$22.4B

Ranked by how many of BSRR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSRR.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$995K
4 insiders
Net · 180d
-$995K
5 open-market transactions
DateInsiderRoleActionSharesValue
Jul 31, 2026Castle Julie GDirectorSell (S)1K$41K
May 29, 2026Boyle Hugh FEVP/Chief Credit OfficerSell (S)10K$382K
May 22, 2026Treece Christopher GEVP/Chief Financial OfficerSell (S)10K$382K
May 18, 2026Christenson Vonn RDirectorSell (S)1K$40K
May 8, 2026Christenson Vonn RDirectorSell (S)4K$150K
Feb 13, 2026Castle Julie GDirectorSell (S)250$9K
Feb 10, 2026McPhaill Kevin JPresident/CEOSell (S)9K$329K
Feb 9, 2026McPhaill Kevin JPresident/CEOSell (S)3K$123K
Feb 6, 2026McPhaill Kevin JPresident/CEOSell (S)8K$295K
Feb 5, 2026Holly James CDirectorSell (S)5K$190K
Feb 5, 2026Castle Julie GDirectorSell (S)
2 lots, same day
750$28K
Jan 15, 2026Scearcy LyndaDirectorSell (S)5K$175K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
2840
Insiders
Form 4 open-market
04-$995K
US House
STOCK Act trades
00$0
Sector rotation
BSRR is in Financials, which smart money is rotating OUT OF
$31.5B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

35 tracked filers in Q2 2026 filingsstill filing
053105Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $47.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for BSRR

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Ask your agent what changed in BSRR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSRR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSRR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSRR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.