Position in BSRR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$502,163
+$84,269 QoQ
Shares Held
12,320
0.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#54
of 124 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSRR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MKT Advisors LLC holds $785,016 across 2 Banks - Regional names. BSRR ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSRR |
Sierra Bancorp
This page
|
12,320 | $502,163 | |
| 2 | USB |
US Bancorp De
|
4,683 | $282,853 |
All Filings in BSRR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,163 | 12,320 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $417,894 | 12,320 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $402,617 | 12,320 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $356,171 | 12,320 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $365,780 | 12,320 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $343,481 | 12,320 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $356,294 | 12,320 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $355,801 | 12,320 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $275,721 | 12,320 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $248,864 | 12,320 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $277,816 | 12,320 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $233,587 | 12,320 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $209,070 | 12,320 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $212,150 | 12,320 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $261,676 | 12,320 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $243,320 | 12,320 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $267,713 | 12,320 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $307,753 | 12,320 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $334,488 | 12,320 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||