MORGAN STANLEY

Position in BSRR — Sierra Bancorp

CIK 895421 NEW YORK, NY

Back to BSRR Full portfolio

Position in BSRR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,017,228

+$587,246 QoQ

Shares Held

123,092

-5.7% QoQ

Ownership

0.950%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#16

of 124 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 65% Shared 0% None 35%

Common Shares in BSRR Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. BSRR ranks #174 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in BSRR

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,017,228	123,092	-5.7%	Shares	Defined	2026-08-13
2026-03-31	$4,429,982	130,601	+2.0%	Shares	Defined	2026-05-15
2025-12-31	$4,183,658	128,019	-1.4%	Shares	Defined	2026-05-27
2025-09-30	$3,752,573	129,802	-7.9%	Shares	Defined	2026-05-27
2025-06-30	$4,182,160	140,861	+6.0%	Shares	Defined	2025-08-15
2025-03-31	$3,706,309	132,938	-9.9%	Shares	Defined	2025-05-15
2024-12-31	$4,266,710	147,535	+0.2%	Shares	Defined	2025-05-15
2024-09-30	$4,252,807	147,258	+25.0%	Shares	Defined	2025-05-14
2024-06-30	$2,637,010	117,829	-8.5%	Shares	Defined	2025-05-14
2024-03-31	$2,602,586	128,841	-6.2%	Shares	Defined	2024-10-17
2023-12-31	$3,097,037	137,341	+18.4%	Shares	Defined	2024-08-16
2023-09-30	$2,198,769	115,969	-19.1%	Shares	Defined	2023-11-15
2023-06-30	$2,432,001	143,312	+6.7%	Shares	Defined	2023-08-14
2023-03-31	$2,313,486	134,349	-3.5%	Shares	Defined	2023-05-15
2022-12-31	$2,957,667	139,250	-2.6%	Shares	Defined	2023-02-14
2022-09-30	$2,824,010	142,988	+4.0%	Shares	Defined	2022-11-14
2022-06-30	$2,987,959	137,504	+62.0%	Shares	Defined	2022-10-27
2022-03-31	$2,119,776	84,859	-5.3%	Shares	Defined	2022-10-27
2021-12-31	$2,431,633	89,563	+0.9%	Shares	Defined	2022-02-14
2021-09-30	$2,155,478	88,776	-1.8%	Shares	Defined	2021-11-15
2021-06-30	$2,301,390	90,428	+6.0%	Shares	Defined	2021-08-23
2021-03-31	$2,287,272	85,346	-9.5%	Shares	Defined	2021-05-17
2020-12-31	$2,254,530	94,253	+185.7%	Shares	Defined	2021-02-16
2020-09-30	$553,817	32,985	+63.2%	Shares	Defined	2020-11-13
2020-06-30	$381,564	20,210	-9.8%	Shares	Defined	2020-08-14
2020-03-31	$393,984	22,411	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.