Vault-13

SIERRA BANCORP BSRR

COM · Common Stock · CUSIP 82620P102

125 institutional holders +9 vs Q1 2026
7,691,0607.7m shares reported held*
59.3% of all shares outstanding*
$313.4mreported value*
16 new 35 added 43 reduced 5 sold out net bought ≈ $4.4m (+108.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.4m this quarter). Holder counts are more reliable. Shares outstanding: 13.0m as of 2026-07-27, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $40.75.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 86Q1 23: 85Q2 23: 84Q3 23: 86Q4 23: 86Q1 24: 85Q2 24: 91Q3 24: 105Q4 24: 116Q1 25: 115Q2 25: 107Q3 25: 108Q4 25: 114Q1 26: 116Q2 26: 125125Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202280
Q4 202286
Q1 202385
Q2 202384
Q3 202386
Q4 202386
Q1 202485
Q2 202491
Q3 2024105
Q4 2024116
Q1 2025115
Q2 2025107
Q3 2025108
Q4 2025114
Q1 2026116
Q2 2026125

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 52 bought or addedQ3 24: 35 cut or sold outQ4 24: 58 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 38 bought or addedQ1 25: 57 cut or sold outQ2 25: 49 bought or addedQ2 25: 43 cut or sold outQ2 25Q3 25: 41 bought or addedQ3 25: 46 cut or sold outQ4 25: 48 bought or addedQ4 25: 50 cut or sold outQ4 25Q1 26: 39 bought or addedQ1 26: 57 cut or sold outQ2 26: 51 bought or addedQ2 26: 48 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245235
Q4 20245833
Q1 20253857
Q2 20254943
Q3 20254146
Q4 20254850
Q1 20263957
Q2 20265148

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +70,811+70.8k
BlackRock, Inc. Added +61,492+61.5k
BASSWOOD CAPITAL MANAGEMENT, L.L.C. Added +44,413+44.4k
VANGUARD PORTFOLIO MANAGEMENT LLC Added +30,076+30.1k
GEODE CAPITAL MANAGEMENT, LLC Added +30,024+30.0k
Inspire Investing, LLC New +16,773+16.8k
NORTHERN TRUST CORP Added +15,068+15.1k
D. E. Shaw & Co., Inc. Added +14,359+14.4k
MARSHALL WACE, LLP New +14,021+14.0k
XTX Topco Ltd New +11,830+11.8k

Biggest sellers

PRIVATE MANAGEMENT GROUP INC Reduced -90,149-90.1k
GOLDMAN SACHS GROUP INC Reduced -32,921-32.9k
JANE STREET GROUP, LLC Sold out -26,104-26.1k
MILLENNIUM MANAGEMENT LLC Reduced -23,667-23.7k
PANAGORA ASSET MANAGEMENT INC Reduced -22,083-22.1k
BANC FUNDS CO LLC Reduced -14,000-14.0k
VANGUARD CAPITAL MANAGEMENT LLC Reduced -13,422-13.4k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -13,400-13.4k
Mariner, LLC Reduced -10,293-10.3k
FRANKLIN RESOURCES INC Reduced -7,660-7.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-24 7.8% 1.1m≈ $44.7m 2025-04-24

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 4 sellingQ1 25: 0 buyingQ1 25: 4 sellingQ1 25Q2 25: 0 buyingQ2 25: 1 sellingQ3 25: 0 buyingQ3 25: 3 sellingQ3 25Q4 25: 1 buyingQ4 25: 3 sellingQ1 26: 0 buyingQ1 26: 4 sellingQ1 26Q2 26: 0 buyingQ2 26: 3 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—4$2.3m—
Q1 20250—4$674.8k—
Q2 20250—1$111.1k—
Q3 20250—3$418.7k—
Q4 20251$11.5k3$163.5k—
Q1 20260—4$1.1m—
Q2 20260—3$954.1k—
Q3 20260—1$40.7k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-07-31 Castle Julie G Director Sold 1,000 $40.70 $40.7k1.0k shares -46%
2026-05-29 Boyle Hugh F EVP/Chief Credit Officer Sold 10,000 $38.21 $382.1k10.0k shares -32%
2026-05-22 Treece Christopher G EVP/Chief Financial Officer Sold 10,000 $38.18 $381.8k10.0k shares -20%
2026-05-18 Christenson Vonn R Director Sold 1,053 $38.01 $40.0k1.1k shares -85%
2026-05-08 Christenson Vonn R Director Sold 3,947 $38.05 $150.2k3.9k shares -95%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,306,4031.3m $53.2m $53.2m 0.00% Added +61.5k +61,492
2 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 921,629921.6k $37.6m $37.6m 0.01% Reduced -7.6k -7,597
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 527,029527.0k $21.5m $21.5m 0.00% Reduced -13.4k -13,422
4 Jupiter Topco LLC 0.01% of their portfolio NEW YORK, NY 438,288438.3k $17.9m $17.9m 0.01% First filing
5 PRIVATE MANAGEMENT GROUP INC 0.47% of their portfolio IRVINE, CA 434,075434.1k $17.7m $17.7m 0.47% Reduced -90.1k -90,149
6 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 372,676372.7k $15.2m $15.2m 0.01% Added +70.8k +70,811
7 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 357,606357.6k $14.6m $14.6m 0.01% Reduced -2.3k -2,340
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 315,368315.4k $12.9m $12.9m 0.00% Added +30.0k +30,024
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 276,592276.6k $11.3m $11.3m 0.00% Added +9.6k +9,632
10 FMR LLC 0.00% of their portfolio BOSTON, MA 212,021212.0k $8.6m $8.6m 0.00% Reduced -3.5k -3,476
11 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 185,812185.8k $7.6m $7.6m 0.01% Added +5.0k +4,965
12 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.32% of their portfolio NEW YORK, NY 184,089184.1k $7.5m $7.5m 0.32% Added +44.4k +44,413
13 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 175,804175.8k $7.2m $7.2m 0.00% Added +15.1k +15,068
14 CSM Advisors, LLC 0.14% of their portfolio WARRENDALE, PA 163,990164.0k $6.7m $6.7m 0.14% Reduced -180 -180
15 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio HOUSTON, TX 135,101135.1k $5.5m $5.5m 0.10% Added +5.9k +5,869
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 123,092123.1k $5.0m $5.0m 0.00% Reduced -7.5k -7,509
17 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 99,57499.6k $4.1m $4.1m 0.00% Added +30.1k +30,076
18 BANC FUNDS CO LLC 0.67% of their portfolio CHICAGO, IL 99,25599.3k $4.0m $4.0m 0.67% Reduced -14.0k -14,000
19 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 98,07898.1k $4.0m $4.0m 0.00% Reduced -541 -541
20 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 93,95994.0k $3.8m $3.8m 0.01% Reduced -13.4k -13,400
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 92,74692.7k $3.8m $3.8m 0.00% Reduced -653 -653
22 Empowered Funds, LLC 0.02% of their portfolio NEWTOWN SQUARE, PA 82,10182.1k $3.3m $3.3m 0.02% Added +5.9k +5,869
23 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 77,86677.9k $3.2m $3.2m 0.00% Added +831 +831
24 LSV ASSET MANAGEMENT 0.01% of their portfolio CHICAGO, IL 70,60070.6k $2.9m $2.9m 0.01% Added +500 +500
25 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 52,08352.1k $2.1m $2.1m 0.00% Reduced -32.9k -32,921
26 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 48,50248.5k $2.0m $2.0m 0.00% Reduced -1.8k -1,760
27 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 46,75246.8k $1.9m $1.9m 0.00% Added +3.8k +3,826
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 35,03435.0k $1.4m $1.4m 0.00% Added +2.9k +2,948
29 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 34,84034.8k $1.4m $1.4m 0.00% Reduced -657 -657
30 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 33,05833.1k $1.3m $1.3m 0.00% Reduced -175 -175
31 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 32,31732.3k $1.3m $1.3m 0.01% Added +3.3k +3,340
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 26,39626.4k $1.1m $1.1m 0.00% Reduced -1.4k -1,448
33 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 26,25826.3k $1.1m $1.1m 0.00% Added +1.4k +1,433
34 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 25,93825.9k $1.1m $1.1m 0.00% Reduced -22.1k -22,083
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 24,70624.7k $1.0m $1.0m 0.00% Added +492 +492
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 23,27723.3k $948.8k $948.8k 0.00% Unchanged
37 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 22,94922.9k $935.4k $935.4k 0.00% Added +700 +700
38 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 21,61521.6k $881.0k $881.0k 0.00% Added +14.4k +14,359
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 20,77120.8k $846.6k $846.6k 0.00% Unchanged
40 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 19,10119.1k $778.6k $778.6k 0.00% Reduced -5.5k -5,517
41 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 18,95119.0k $772.4k $772.4k 0.01% Reduced -2.0k -2,000
42 Inspire Investing, LLC 0.03% of their portfolio MERIDIAN, ID 16,77316.8k $683.7k $683.7k 0.03% New
43 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 16,32816.3k $665.5k $665.5k 0.00% Reduced -2.1k -2,091
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,28415.3k $623.0k $623.0k 0.00% Reduced -397 -397
45 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 14,89614.9k $505.3k $505.3k 0.00% Reduced -100 -100
46 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 14,48614.5k $590.5k $590.5k 0.00% Reduced -7.7k -7,660
47 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 14,28514.3k $582.3k $582.3k 0.00% Added +3.7k +3,743
48 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 14,02114.0k $571.5k $571.5k 0.00% New
49 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 13,74613.7k $560.3k $560.3k 0.00% Added +391 +391
50 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 13,52913.5k $551.4k $551.4k 0.00% Added +1.8k +1,765
51 Pasadena Private Wealth, LLC 0.07% of their portfolio PASADENA, CA 13,20013.2k $538.0k $538.0k 0.07% Unchanged
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 12,64012.6k $515.2k $515.2k 0.00% Added +7.0k +6,973
53 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,55312.6k $511.7k $511.7k 0.00% Reduced -3.2k -3,191
54 MKT Advisors LLC 0.16% of their portfolio CARLSBAD, CA 12,32012.3k $502.0k $502.0k 0.16% Unchanged
55 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 11,83011.8k $482.2k $482.2k 0.01% New
56 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 11,56711.6k $471.5k $471.5k 0.00% Reduced -23.7k -23,667
57 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 10,61610.6k $432.7k $432.7k 0.00% Added +100 +100
58 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 10,01510.0k $409.0k $409.0k 0.00% Added +1.7k +1,746
59 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 9,9379.9k $405.0k $405.0k 0.01% Reduced -4.9k -4,918
60 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 9,4459.4k $385.0k $385.0k 0.00% New
61 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 9,2049.2k $375.2k $375.2k 0.00% New
62 Integrated Quantitative Investments LLC 0.06% of their portfolio BELLEVUE, WA 8,9579.0k $365.1k $365.1k 0.06% Added +692 +692
63 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,4738.5k $345.4k $345.4k 0.00% Added +2.3k +2,290
64 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,4638.5k $345.0k $345.0k 0.00% Added +2.7k +2,678
65 Mariner, LLC 0.00% of their portfolio Overland Park, KS 8,2758.3k $337.3k $337.3k 0.00% Reduced -10.3k -10,293
66 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 8,2008.2k $334.2k $334.2k 0.00% Reduced -2.7k -2,700
67 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 7,9998.0k $326.0k $326.0k 0.00% Reduced -36 -36
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 7,3957.4k $301.4k $301.4k 0.00% Added +123 +123
69 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 7,0007.0k $285.3k $285.3k 0.00% Unchanged
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 6,5986.6k $268.9k $268.9k 0.00% Added +4.9k +4,902
71 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 6,5606.6k $267.4k $267.4k 0.00% Unchanged
72 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 6,4706.5k $263.7k $263.7k 0.00% Added +5.4k +5,373
73 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio BALA CYNWYD, PA 5,5965.6k $228.1k $228.1k 0.00% Reduced -501 -501
74 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 5,5225.5k $225.1k $225.1k 0.00% Reduced -306 -306
75 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,4745.5k $223.1k $223.1k 0.00% New
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,3615.4k $218.5k $218.5k 0.00% New
77 Western Financial Corp/CA 0.06% of their portfolio SAN DIEGO, CA 5,3595.4k $218.4k $218.4k 0.06% New
78 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 5,1245.1k $208.9k $208.9k 0.00% Reduced -3.3k -3,259
79 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 4,9314.9k $201.0k $201.0k 0.00% Unchanged
80 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 3,8143.8k $155.5k $155.5k 0.00% Unchanged
81 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 3,6623.7k $149.3k $149.3k 0.00% Unchanged
82 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,6403.6k $148.4k $148.4k 0.00% Reduced -923 -923
83 BFSG, LLC 0.01% of their portfolio IRVINE, CA 3,6003.6k $146.7k $146.7k 0.01% Reduced -930 -930
84 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 3,5003.5k $142.7k $142.7k 0.00% Unchanged
85 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,7632.8k $112.7k $112.7k 0.00% Added +2.7k +2,688
86 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,3082.3k $94.0k $94.0k 0.00% New
87 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 2,3072.3k $94.0k $94.0k 0.00% New
88 LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio LOS ANGELES, CA 2,0062.0k $81.8k $81.8k 0.00% Reduced -822 -822
89 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 1,3491.3k $55.0k $55.0k 0.00% Reduced -101 -101
90 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,2781.3k $52.1k $52.1k 0.00% Added +1.2k +1,218
91 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 1,1591.2k $47.4k $47.4k 0.00% Unchanged
92 Legal & General Group Plc 0.00% of their portfolio London, X0 1,1161.1k $45.5k $45.5k 0.00% Unchanged
93 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 1,0181.0k $41.5k $41.5k 0.00% Unchanged
94 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 908908 $37.0k $37.0k 0.00% Reduced -1.3k -1,300
95 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 751751 $30.0k $30.0k 0.00% Added +453 +453
96 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 652652 $26.6k $26.6k 0.00% Unchanged
97 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 546546 $22.0k $22.0k 0.00% Unchanged
98 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 502502 $20.5k $20.5k 0.00% Unchanged
99 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 301301 $12.3k $12.3k 0.00% Reduced -5 -5
100 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 243243 $9.9k $9.9k 0.00% Unchanged