2026-09-08
No AI summary for this filing type
View Full Filing (SEC EDGAR)Sierra Bancorp
$39.23-0.9%
+$7.5M
Net Activity
+3.18% total shares
Institutions Holding
128
Popularity Rank
#4049
Avg Weight
0.02%
Total Value
$318.5M
Market Cap
$533.3M
128 institutions currently hold BSRR, with 58 net buyers and 48 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
48
Net Buying Institutions
58
Top 5 by Value
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Across its top 20 institutional holders, BSRR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 28/100).
BSRR ranks #4049 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
128 institutions disclose a position in BSRR, but none treat it as a major bet — even Banc Funds Co LLC, its most concentrated holder, allocates just 0.7% of its own portfolio to it.
Essential Partners LLC has trimmed its BSRR position for two straight quarters, cutting it by $4.7K while still holding $2.1K.
BSRR is down 0.9% today, but institutions show net buying of $7.5M this quarter — a divergence between today's price move and the underlying institutional flow.
BSRR closed its latest fiscal year with net income of $42.3M, and currently trades at a P/E of 12.6.
+$21.3M
Total Buy Value
$12.7M
Total Sell Value
58
Net Buyers
48
Net Sellers
BSRR
Q2 2026
Top 5 Institutional Movers
BSRR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
5
Filings (14d)
No AI summary for this filing type
View Full Filing (SEC EDGAR)Sierra Bancorp (ticker BSRR) established a Director Emeritus position and adopted a Retirement Plan for Directors Emeritus on July 23, 2026, effective immediately. Under the plan, eligible non-employee directors who voluntarily retire after meeting a minimum service period and sign a Director Emeritus Agreement can receive annual retirement benefits equal to 50% of their prior year's cash retainer for three years. The Board or a designated committee will administer the plan.
View Full Filing (SEC EDGAR)Sierra Bancorp (ticker: BSRR) announced that its CEO Kevin J. McPhaill and CFO/COO Christopher G. Treece will attend the Keefe, Bruyette and Woods Bank Conference from July 27-29, 2026, where they will meet with current and prospective investors. The presentation materials used at the conference are available on the company's website.
View Full Filing (SEC EDGAR)On July 27, 2026, Sierra Bancorp (BSRR) released its Q2 2026 earnings, covering the three and six months through June 30. The numbers are unaudited and the press release is attached as Exhibit 99.1. Importantly, this filing is 'furnished' not 'filed,' meaning it's not subject to the same legal liability under Section 18 of the Exchange Act.
View Full Filing (SEC EDGAR)Sierra Bancorp (ticker: BSRR) announced on July 23, 2026, that its board approved a quarterly cash dividend of $0.27 per share. The dividend will be paid on August 10, 2026, to shareholders of record as of August 3, 2026. A press release detailing the dividend was included as an exhibit to this 8-K filing.
View Full Filing (SEC EDGAR)82620P102
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,841
Total reported value
$1.8T
Held by 5841 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Access BSRR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BSRRCLI
npx alphasmo stocks get BSRR