13F

Stock

Sierra Bancorp

BSRR · held by 6 managers

Reported value

$6.28M

Holders

6

+0 new · −0 exited

Holders’ est. mark

−$17.6K

Price effect on 2 books still in the name

Largest holder

$3.75M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY129.8K$3.75MHeld
BANK OF AMERICA CORP /DE/64.3K$1.86MHeld
BARCLAYS PLC22.5K$650.2K−$17.5KCut−$24.3K
IFP Advisors, Inc311$8.99KHeld
Essential Partners LLC207$5.98K−$79Added$2.96K
Allworth Financial LP77$2.23KHeld

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.