BSRR
SIERRA BANCORPMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $26 | $38 | +49% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $26 | $38 | +46% |
| AQR Capital Management | Q4 2024(8Q snapshot) | 6Q | $30 | $38 | +27% |
| Millennium Management | Q4 2024(8Q snapshot) | 6Q | $30 | $38 | +27% |
| D.E. Shaw | Q1 2026(8Q snapshot) | 1Q | $38 | $38 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q1 2026 | Q2 2026 | → $37 | -1% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SIERRA BANCORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40001130144-26-000056May 29, 2026
- Form 40001130144-26-000054May 22, 2026
- Form 40001130144-26-000052May 20, 2026
- Form 40001130144-26-000048May 12, 2026
- Form 40001130144-26-000046Mar 4, 2026
- Form 40001130144-26-000044Feb 25, 2026
- Form 40001130144-26-000042Feb 25, 2026
- Form 40001130144-26-000040Feb 25, 2026
- Form 40001130144-26-000038Feb 25, 2026
- Form 40001130144-26-000036Feb 25, 2026
- Form 40001130144-26-000034Feb 19, 2026
- Form 40001130144-26-000032Feb 17, 2026
- Form 40001130144-26-000030Feb 13, 2026
- Form 40001130144-26-000028Feb 13, 2026
- Form 40001130144-26-000026Feb 13, 2026
Fundamentals
XBRL · SIERRA BANCORPAnnual figures sourced directly from SIERRA BANCORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SIERRA BANCORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 21, 2026
- 8-KMaterial eventMay 4, 2026
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventApr 27, 2026
- 8-KMaterial eventApr 24, 2026
- 8-KMaterial eventApr 20, 2026
- DEF 14AProxy statementApr 7, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 2, 2026
- 8-KMaterial eventFeb 2, 2026
- 8-KMaterial eventJan 30, 2026
- 8-KMaterial eventNov 18, 2025
- 8-KMaterial eventNov 10, 2025
- 10-QQuarterly reportOct 31, 2025
- 8-KMaterial eventOct 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | Q2 2026 | $38 | $37 | -1% |
| D.E. Shaw | Q1 2026 | open | $38 | $38 | +1% |
| Two Sigma Investments | Q1 2025 | open | $30 | $38 | +29% |
| Citadel Advisors | Q4 2024 | Q2 2025 | $30 | $28 | -6% |
| AQR Capital Management | Q4 2024 | open | $30 | $38 | +27% |
| Millennium Management | Q4 2024 | open | $30 | $38 | +27% |
| Two Sigma Investments | Q3 2024 | Q4 2024 | $26 | $30 | +15% |
| Renaissance Technologies | Q3 2024 | open | $26 | $38 | +49% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.