BFSG, LLC

Position in BSRR — Sierra Bancorp

CIK 1706836 IRVINE, CA

Position in BSRR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$146,736

-$6,921 QoQ

Shares Held

3,600

-20.5% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#83

of 124 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BFSG, LLC holds $2,531,973 across 14 Banks - Regional names. BSRR ranks #8 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WAL	Western Alliance Bancorporation	4,658	$382,887
2	WSBC	Wesbanco Inc	9,406	$367,116
3	FLG	Flagstar Bank, National Association	22,841	$341,244
4	PB	Prosperity Bancshares Inc	3,728	$272,255
5	PNFP	Pinnacle Financial Partners, Inc.	2,277	$229,703
6	FHN	First Horizon Corp	6,989	$179,197
7	PEBO	Peoples Bancorp Inc	4,507	$173,113
8	BSRR	Sierra Bancorp This page	3,600	$146,736

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,736	3,600	-20.5%	Shares	Sole	2026-07-20
2026-03-31	$153,657	4,530	0.0%	Shares	Sole	2026-04-29
2025-12-31	$148,040	4,530	+1.2%	Shares	Sole	2026-01-22
2025-09-30	$129,372	4,475	-4.3%	Shares	Sole	2025-10-29
2025-06-30	$138,800	4,675	+1.4%	Shares	Sole	2025-07-15
2025-03-31	$128,526	4,610	-4.4%	Shares	Sole	2025-04-18
2024-12-31	$139,394	4,820	-4.0%	Shares	Sole	2025-01-31
2024-09-30	$144,977	5,020	-7.0%	Shares	Sole	2024-10-16
2024-06-30	$120,740	5,395	0.0%	Shares	Sole	2024-07-29
2024-03-31	$108,979	5,395	0.0%	Shares	Sole	2024-04-23
2023-12-31	$121,657	5,395	—	Shares	Sole	2024-04-23
No filing history on record for this holder in this stock.