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BSRR · Sierra Bancorp

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$39.49 +0.03 (+0.08%) At close · Aug 26
Market Cap
$511.54M
Shares
12.96M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding BSRR

175 fund positions
Fund Balance Value % of Fund Open
Janus Henderson Small Cap Value Fund 438,244 $17,862,825 1.41%
iShares Russell 2000 ETF 341,333 $13,912,733 0.02%
VANGUARD TOTAL STOCK MARKET INDEX FUND 391,362 $13,274,999 0.00%
Avantis U.S. Small Cap Value ETF 292,670 $11,115,607 0.04%
U.S. SMALL CAP VALUE PORTFOLIO 283,518 $10,229,329 0.05%
Regional Bank Fund 176,793 $6,378,691 0.73%
John Hancock Financial Opportunities Fund 155,938 $5,289,417 0.75%
iShares Russell 2000 Value ETF 122,896 $5,009,241 0.03%
Select Banking Portfolio 131,600 $4,998,168 1.11%
VANGUARD EXTENDED MARKET INDEX FUND 135,726 $4,603,826 0.01%
Fidelity Small Cap Index Fund 119,329 $4,305,390 0.01%
U.S. Targeted Value Portfolio 99,344 $3,584,332 0.02%
EA Bridgeway Omni Small-Cap Value ETF 82,101 $3,346,437 0.14%
Dimensional U.S. Targeted Value ETF 90,298 $3,257,952 0.02%
Fidelity Enhanced Small Cap Core ETF 75,737 $3,087,040 0.05%
BlackRock Advantage Small Cap Core Fund 77,354 $2,937,905 0.06%
U.S. MICRO CAP PORTFOLIO 70,089 $2,528,811 0.03%
VANGUARD RUSSELL 2000 INDEX FUND 62,037 $2,356,165 0.01%
Fidelity Extended Market Index Fund 58,567 $2,224,375 0.01%
Dimensional US Small Cap Value ETF 61,495 $2,218,740 0.03%
U.S. SMALL CAP PORTFOLIO 60,338 $2,176,995 0.01%
Omni Small-Cap Value Fund 53,000 $2,160,280 0.16%
Small Cap Value Fund 52,912 $1,794,775 0.29%
iShares Micro-Cap ETF 41,161 $1,677,722 0.11%
Dimensional U.S. Small Cap ETF 43,189 $1,558,259 0.01%
Dimensional U.S. Core Equity 2 ETF 34,990 $1,262,439 0.00%
Avantis U.S. Small Cap Equity ETF 27,894 $1,059,414 0.04%
Schwab Small-Cap Index Fund 26,209 $945,621 0.01%
Hotchkis and Wiley Small Cap Diversified Value Fund 22,750 $927,290 0.10%
WisdomTree U.S. SmallCap Dividend Fund 26,604 $902,408 0.05%
Fidelity Total Market Index Fund 23,297 $884,820 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 24,132 $870,683 0.00%
Master Small Cap Index Series 21,020 $856,775 0.01%
U.S. CORE EQUITY 1 PORTFOLIO 20,685 $746,315 0.00%
Multi-Manager Small Cap Equity Strategies Fund 19,221 $730,014 0.06%
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund 17,674 $720,392 0.41%
Fidelity Series Total Market Index Fund 18,079 $686,640 0.00%
Fidelity Small Cap Value Index Fund 16,758 $683,056 0.03%
SIMT Tax-Managed Small/Mid Cap Fund 17,491 $593,295 0.09%
SmallCap Value Fund II 16,376 $590,846 0.05%
EQ/2000 Managed Volatility Portfolio 14,053 $572,800 0.02%
Nuveen Small Cap Blend Index Fund 15,717 $567,069 0.01%
Federated Hermes MDT Small Cap Core ETF 13,896 $527,770 0.19%
SEI Select Small Cap ETF 14,425 $489,296 0.11%
JPMorgan Small Cap Value Fund 14,268 $483,971 0.04%
AST Small-Cap Equity Portfolio 11,675 $475,873 0.02%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,927 $452,987 0.05%
VOYA INDEX PLUS SMALLCAP PORTFOLIO 10,466 $426,594 0.10%
Invesco BuyBack AchieversTM ETF 11,221 $404,854 0.02%
Avantis U.S. Small Cap Value Fund 10,292 $390,890 0.02%
Showing 1–50 of 175 positions
Key facts CIK 1130144 CUSIP 82620P102 13F (30d) 107 filings 107 filers Visit website Investor relations

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