SIERRA BANCORP BSRR
COM · Common Stock · CUSIP 82620P102
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersPorterville, CA
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 80 |
| Q4 2022 | 86 |
| Q1 2023 | 85 |
| Q2 2023 | 84 |
| Q3 2023 | 86 |
| Q4 2023 | 86 |
| Q1 2024 | 85 |
| Q2 2024 | 91 |
| Q3 2024 | 105 |
| Q4 2024 | 116 |
| Q1 2025 | 115 |
| Q2 2025 | 107 |
| Q3 2025 | 108 |
| Q4 2025 | 114 |
| Q1 2026 | 116 |
| Q2 2026 | 125 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 52 | 35 |
| Q4 2024 | 58 | 33 |
| Q1 2025 | 38 | 57 |
| Q2 2025 | 49 | 43 |
| Q3 2025 | 41 | 46 |
| Q4 2025 | 48 | 50 |
| Q1 2026 | 39 | 57 |
| Q2 2026 | 51 | 48 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +70.8k |
| BlackRock, Inc. | Added | +61.5k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Added | +44.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +30.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +30.0k |
| Inspire Investing, LLC | New | +16.8k |
| NORTHERN TRUST CORP | Added | +15.1k |
| D. E. Shaw & Co., Inc. | Added | +14.4k |
| MARSHALL WACE, LLP | New | +14.0k |
| XTX Topco Ltd | New | +11.8k |
Biggest sellers
| PRIVATE MANAGEMENT GROUP INC | Reduced | -90.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -32.9k |
| JANE STREET GROUP, LLC | Sold out | -26.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -23.7k |
| PANAGORA ASSET MANAGEMENT INC | Reduced | -22.1k |
| BANC FUNDS CO LLC | Reduced | -14.0k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -13.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -13.4k |
| Mariner, LLC | Reduced | -10.3k |
| FRANKLIN RESOURCES INC | Reduced | -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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 7.8% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $2.3m | — |
| Q1 2025 | 0 | — | 4 | $674.8k | — |
| Q2 2025 | 0 | — | 1 | $111.1k | — |
| Q3 2025 | 0 | — | 3 | $418.7k | — |
| Q4 2025 | 1 | $11.5k | 3 | $163.5k | — |
| Q1 2026 | 0 | — | 4 | $1.1m | — |
| Q2 2026 | 0 | — | 3 | $954.1k | — |
| Q3 2026 | 0 | — | 1 | $40.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-31 | Castle Julie G Director | Sold | $40.7k1.0k shares |
| 2026-05-29 | Boyle Hugh F EVP/Chief Credit Officer | Sold | $382.1k10.0k shares |
| 2026-05-22 | Treece Christopher G EVP/Chief Financial Officer | Sold | $381.8k10.0k shares |
| 2026-05-18 | Christenson Vonn R Director | Sold | $40.0k1.1k shares |
| 2026-05-08 | Christenson Vonn R Director | Sold | $150.2k3.9k shares |
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
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $53.2m | Added +61.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 921.6k $37.6m | Reduced -7.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 527.0k $21.5m | Reduced -13.4k |
| Jupiter Topco LLC 0.01% of their portfolio | 438.3k $17.9m | First filing |
| PRIVATE MANAGEMENT GROUP INC 0.47% of their portfolio | 434.1k $17.7m | Reduced -90.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 372.7k $15.2m | Added +70.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 357.6k $14.6m | Reduced -2.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 315.4k $12.9m | Added +30.0k |
| STATE STREET CORP 0.00% of their portfolio | 276.6k $11.3m | Added +9.6k |
| FMR LLC 0.00% of their portfolio | 212.0k $8.6m | Reduced -3.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 185.8k $7.6m | Added +5.0k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.32% of their portfolio | 184.1k $7.5m | Added +44.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 175.8k $7.2m | Added +15.1k |
| CSM Advisors, LLC 0.14% of their portfolio | 164.0k $6.7m | Reduced -180 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 135.1k $5.5m | Added +5.9k |
| MORGAN STANLEY 0.00% of their portfolio | 123.1k $5.0m | Reduced -7.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 99.6k $4.1m | Added +30.1k |
| BANC FUNDS CO LLC 0.67% of their portfolio | 99.3k $4.0m | Reduced -14.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 98.1k $4.0m | Reduced -541 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 94.0k $3.8m | Reduced -13.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 92.7k $3.8m | Reduced -653 |
| Empowered Funds, LLC 0.02% of their portfolio | 82.1k $3.3m | Added +5.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 77.9k $3.2m | Added +831 |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 70.6k $2.9m | Added +500 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 52.1k $2.1m | Reduced -32.9k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 48.5k $2.0m | Reduced -1.8k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 46.8k $1.9m | Added +3.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 35.0k $1.4m | Added +2.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 34.8k $1.4m | Reduced -657 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.1k $1.3m | Reduced -175 |
| Trexquant Investment LP 0.01% of their portfolio | 32.3k $1.3m | Added +3.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 26.4k $1.1m | Reduced -1.4k |
| Quantinno Capital Management LP 0.00% of their portfolio | 26.3k $1.1m | Added +1.4k |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 25.9k $1.1m | Reduced -22.1k |
| Invesco Ltd. 0.00% of their portfolio | 24.7k $1.0m | Added +492 |
| Nuveen, LLC 0.00% of their portfolio | 23.3k $948.8k | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 22.9k $935.4k | Added +700 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 21.6k $881.0k | Added +14.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 20.8k $846.6k | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 19.1k $778.6k | Reduced -5.5k |
| Mutual Advisors, LLC 0.01% of their portfolio | 19.0k $772.4k | Reduced -2.0k |
| Inspire Investing, LLC 0.03% of their portfolio | 16.8k $683.7k | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 16.3k $665.5k | Reduced -2.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 15.3k $623.0k | Reduced -397 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 14.9k $505.3k | Reduced -100 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.5k $590.5k | Reduced -7.7k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 14.3k $582.3k | Added +3.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 14.0k $571.5k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 13.7k $560.3k | Added +391 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.5k $551.4k | Added +1.8k |
| Pasadena Private Wealth, LLC 0.07% of their portfolio | 13.2k $538.0k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 12.6k $515.2k | Added +7.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 12.6k $511.7k | Reduced -3.2k |
| MKT Advisors LLC 0.16% of their portfolio | 12.3k $502.0k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 11.8k $482.2k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 11.6k $471.5k | Reduced -23.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 10.6k $432.7k | Added +100 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 10.0k $409.0k | Added +1.7k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 9.9k $405.0k | Reduced -4.9k |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 9.4k $385.0k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 9.2k $375.2k | New |
| Integrated Quantitative Investments LLC 0.06% of their portfolio | 9.0k $365.1k | Added +692 |
| Creative Planning 0.00% of their portfolio | 8.5k $345.4k | Added +2.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 8.5k $345.0k | Added +2.7k |
| Mariner, LLC 0.00% of their portfolio | 8.3k $337.3k | Reduced -10.3k |
| STRS OHIO 0.00% of their portfolio | 8.2k $334.2k | Reduced -2.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 8.0k $326.0k | Reduced -36 |
| UBS Group AG 0.00% of their portfolio | 7.4k $301.4k | Added +123 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 7.0k $285.3k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 6.6k $268.9k | Added +4.9k |
| Gradient Investments LLC 0.00% of their portfolio | 6.6k $267.4k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 6.5k $263.7k | Added +5.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.00% of their portfolio | 5.6k $228.1k | Reduced -501 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 5.5k $225.1k | Reduced -306 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 5.5k $223.1k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 5.4k $218.5k | New |
| Western Financial Corp/CA 0.06% of their portfolio | 5.4k $218.4k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 5.1k $208.9k | Reduced -3.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.9k $201.0k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 3.8k $155.5k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 3.7k $149.3k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 3.6k $148.4k | Reduced -923 |
| BFSG, LLC 0.01% of their portfolio | 3.6k $146.7k | Reduced -930 |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.5k $142.7k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.8k $112.7k | Added +2.7k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 2.3k $94.0k | New |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 2.3k $94.0k | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.0k $81.8k | Reduced -822 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 1.3k $55.0k | Reduced -101 |
| Arax Advisory Partners 0.00% of their portfolio | 1.3k $52.1k | Added +1.2k |
| WHITTIER TRUST CO 0.00% of their portfolio | 1.2k $47.4k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.1k $45.5k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.0k $41.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 908 $37.0k | Reduced -1.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 751 $30.0k | Added +453 |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 652 $26.6k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 546 $22.0k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 502 $20.5k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 301 $12.3k | Reduced -5 |
| GAMMA Investing LLC 0.00% of their portfolio | 243 $9.9k | Unchanged |