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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
65.5
9 neu, 29 erhöht, 18,2M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | SIERRA BANCORP |
|---|---|
| Ticker | BSRR |
| CIK | 0001130144 |
Branche
| SIC-Code | 6022 |
|---|---|
| Beschreibung | State Commercial Banks |
Wertpapier
| CUSIP | 82620p102 |
|---|---|
| ISIN | US82620P1021 |
| Typ | COM |
| Titel | Sierra Bancorp |
Status
| Zuletzt geprüft | 2026-03-20 22:37:14.557907 |
|---|
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 42,327,000 | 3.11 | 3,829,279,000 | 364,863,000 |
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,269,755 | 1,291,569 | -21,814 | 41,495,593 | Reduziert | -1,7% | |
| DIMENSIONAL FUND ADVISORS LP | 938,971 | 945,404 | -6,433 | 30,685,617 | Reduziert | -0,7% | |
| VANGUARD GROUP INC | 734,538 | 733,567 | 971 | 24,004,702 | Aufgestockt | +0,1% | |
| PRIVATE MANAGEMENT GROUP INC | 546,139 | 582,706 | -36,567 | 17,847,823 | Reduziert | -6,3% | |
| GEODE CAPITAL MANAGEMENT, LLC | 286,542 | 293,645 | -7,103 | 9,366,225 | Reduziert | -2,4% | |
| STATE STREET CORP | 279,719 | 282,286 | -2,567 | 9,141,217 | Reduziert | -0,9% | |
| AMERICAN CENTURY COMPANIES INC | 250,287 | 222,122 | 28,165 | 8,179,379 | Aufgestockt | +12,7% | |
| FMR LLC | 204,630 | 194,879 | 9,751 | 6,687,308 | Aufgestockt | +5,0% | |
| RENAISSANCE TECHNOLOGIES LLC | 181,912 | 193,212 | -11,300 | 5,944,884 | Reduziert | -5,8% | |
| NORTHERN TRUST CORP | 158,185 | 170,578 | -12,393 | 5,169,486 | Reduziert | -7,3% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 132,990 | 126,558 | 6,432 | 4,346,113 | Aufgestockt | +5,1% | |
| MORGAN STANLEY | 128,019 | 129,802 | -1,783 | 4,183,675 | Reduziert | -1,4% | |
| BANC FUNDS CO LLC | 121,424 | 121,424 | 0 | 3,968,136 | Unverändert | 0,0% | |
| GOLDMAN SACHS GROUP INC | 104,197 | 111,308 | -7,111 | 3,405,158 | Reduziert | -6,4% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 82,742 | 63,369 | 19,373 | 2,704,009 | Aufgestockt | +30,6% | |
| Empowered Funds, LLC | 79,990 | 73,558 | 6,432 | 2,614,073 | Aufgestockt | +8,7% | |
| SEGALL BRYANT & HAMILL, LLC | 66,131 | 0 | 66,131 | 1,963,429 | Neu | +100,0% | |
| Fisher Asset Management, LLC | 48,502 | 48,502 | 0 | 1,585,045 | Unverändert | 0,0% | |
| MARTINGALE ASSET MANAGEMENT L P | 41,381 | 46,656 | -5,275 | 1,352,332 | Reduziert | -11,3% | |
| Connor, Clark & Lunn Investment Management Ltd. | 35,218 | 35,584 | -366 | 1,150,924 | Reduziert | -1,0% | |
| JPMORGAN CHASE & CO | 32,152 | 41,624 | -9,472 | 1,050,727 | Reduziert | -22,8% | |
| AQR CAPITAL MANAGEMENT LLC | 35,274 | 0 | 35,274 | 1,019,773 | Neu | +100,0% | |
| Invesco Ltd. | 24,075 | 21,017 | 3,058 | 786,771 | Aufgestockt | +14,6% | |
| JANE STREET GROUP, LLC | 23,766 | 38,969 | -15,203 | 776,673 | Reduziert | -39,0% | |
| BARCLAYS PLC | 21,880 | 16,896 | 4,984 | 715,038 | Aufgestockt | +29,5% | |
| MARSHALL WACE, LLP | 20,318 | 11,355 | 8,963 | 663,992 | Aufgestockt | +78,9% | |
| Qube Research & Technologies Ltd | 19,985 | 16,437 | 3,548 | 653,110 | Aufgestockt | +21,6% | |
| Quantinno Capital Management LP | 19,967 | 18,805 | 1,162 | 652,522 | Aufgestockt | +6,2% | |
| BANK OF AMERICA CORP /DE/ | 17,294 | 64,350 | -47,056 | 565,168 | Reduziert | -73,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,449 | 0 | 18,449 | 547,751 | Neu | +100,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 16,549 | 17,871 | -1,322 | 540,821 | Reduziert | -7,4% | |
| RHUMBLINE ADVISERS | 16,216 | 19,292 | -3,076 | 529,931 | Reduziert | -15,9% | |
| ALLIANCEBERNSTEIN L.P. | 16,116 | 16,056 | 60 | 526,671 | Aufgestockt | +0,4% | |
| WELLS FARGO & COMPANY/MN | 14,432 | 10,400 | 4,032 | 471,640 | Aufgestockt | +38,8% | |
| VOYA INVESTMENT MANAGEMENT LLC | 13,549 | 13,343 | 206 | 442,781 | Aufgestockt | +1,5% | |
| Pasadena Private Wealth, LLC | 13,400 | 13,200 | 200 | 437,912 | Aufgestockt | +1,5% | |
| Trexquant Investment LP | 13,309 | 7,253 | 6,056 | 434,938 | Aufgestockt | +83,5% | |
| DEUTSCHE BANK AG\ | 12,098 | 5,352 | 6,746 | 395,363 | Aufgestockt | +126,0% | |
| LAZARD ASSET MANAGEMENT LLC | 12,529 | 12,777 | -248 | 362,213 | Reduziert | -1,9% | |
| STRS OHIO | 10,900 | 10,900 | 0 | 356,212 | Unverändert | 0,0% | |
| MILLENNIUM MANAGEMENT LLC | 10,669 | 17,770 | -7,101 | 348,663 | Reduziert | -40,0% | |
| FRANKLIN RESOURCES INC | 10,240 | 9,578 | 662 | 334,643 | Aufgestockt | +6,9% | |
| HSBC HOLDINGS PLC | 11,009 | 0 | 11,009 | 314,032 | Neu | +100,0% | |
| UBS Group AG | 8,691 | 6,805 | 1,886 | 284,022 | Aufgestockt | +27,7% | |
| Brandywine Global Investment Management, LLC | 8,192 | 8,192 | 0 | 267,715 | Unverändert | 0,0% | |
| MetLife Investment Management, LLC | 8,035 | 8,035 | 0 | 262,584 | Unverändert | 0,0% | |
| XTX Topco Ltd | 8,849 | 7,938 | 911 | 255,825 | Aufgestockt | +11,5% | |
| Gradient Investments LLC | 6,560 | 0 | 6,560 | 214,381 | Neu | +100,0% | |
| GLOBEFLEX CAPITAL L P | 6,286 | 6,286 | 0 | 205,459 | Unverändert | 0,0% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 5,144 | 23,474 | -18,330 | 150,564 | Reduziert | -78,1% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | Castle Julie G | Director | Open Market Sale | -250 | 37.52 | -9,380.00 | -11,3% | |
| 2026-02-10 | McPhaill Kevin J | Officer, President/CEO | Open Market Sale | -8,913 | 36.94 | -329,266.72 | -397,7% | |
| 2026-02-09 | McPhaill Kevin J | Officer, President/CEO | Open Market Sale | -3,319 | 37.02 | -122,868.72 | -148,4% | |
| 2026-02-06 | McPhaill Kevin J | Officer, President/CEO | Open Market Sale | -7,768 | 37.98 | -295,010.00 | -356,3% | |
| 2026-02-05 | Castle Julie G | Director | Open Market Sale | -250 | 38.00 | -9,500.00 | -11,5% | |
| 2026-02-05 | Castle Julie G | Director | Open Market Sale | -500 | 37.90 | -18,950.00 | -22,9% | |
| 2026-02-05 | HOLLY JAMES C | Director | Open Market Sale | -5,000 | 37.93 | -189,665.50 | -229,1% | |
| 2026-01-15 | Scearcy Lynda | Director | Open Market Sale | -5,000 | 35.00 | -175,000.00 | -211,4% | |
| 2025-12-10 | Abundis Susan M | Director | Open Market Sale | -600 | 33.50 | -20,100.00 | -24,3% | |
| 2025-12-09 | Scearcy Lynda | Director | Open Market Sale | -100 | 32.68 | -3,268.00 | -3,9% | |
| 2025-12-03 | Dabney Cindy L | Officer, SVP/Chief Accounting Officer | Open Market Sale | -849 | 32.00 | -27,168.00 | -32,8% | |
| 2025-12-03 | Dabney Cindy L | Officer, SVP/Chief Accounting Officer | Open Market Sale | -855 | 32.00 | -27,360.00 | -33,0% | |
| 2025-12-03 | Dabney Cindy L | Officer, SVP/Chief Accounting Officer | Open Market Sale | -856 | 32.00 | -27,392.00 | -33,1% | |
| 2025-12-03 | Dabney Cindy L | Officer, SVP/Chief Accounting Officer | Open Market Sale | -883 | 32.00 | -28,256.00 | -34,1% | |
| 2025-11-17 | Dutto Laurence S | Director | Open Market Purchase | 400 | 28.78 | 11,511.32 | +13,9% | |
| 2025-11-10 | Scearcy Lynda | Director | Open Market Sale | -1,000 | 30.00 | -30,000.00 | -36,2% |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BlackRock, Inc. | 1,269,755 | 41,495,593 | 21.07 |
| DIMENSIONAL FUND ADVISORS LP | 938,971 | 30,685,617 | 15.58 |
| VANGUARD GROUP INC | 734,538 | 24,004,702 | 12.19 |
| PRIVATE MANAGEMENT GROUP INC | 546,139 | 17,847,823 | 9.06 |
| GEODE CAPITAL MANAGEMENT, LLC | 286,542 | 9,366,225 | 4.76 |
| STATE STREET CORP | 279,719 | 9,141,217 | 4.64 |
| AMERICAN CENTURY COMPANIES INC | 250,287 | 8,179,379 | 4.15 |
| FMR LLC | 204,630 | 6,687,308 | 3.40 |
| RENAISSANCE TECHNOLOGIES LLC | 181,912 | 5,944,884 | 3.02 |
| NORTHERN TRUST CORP | 158,185 | 5,169,486 | 2.62 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 132,990 | 4,346,113 | 2.21 |
| MORGAN STANLEY | 128,019 | 4,183,675 | 2.12 |
| BANC FUNDS CO LLC | 121,424 | 3,968,136 | 2.01 |
| GOLDMAN SACHS GROUP INC | 104,197 | 3,405,158 | 1.73 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 82,742 | 2,704,009 | 1.37 |
| Empowered Funds, LLC | 79,990 | 2,614,073 | 1.33 |
| Fisher Asset Management, LLC | 48,502 | 1,585,045 | 0.80 |
| MARTINGALE ASSET MANAGEMENT L P | 41,381 | 1,352,332 | 0.69 |
| Connor, Clark & Lunn Investment Management Ltd. | 35,218 | 1,150,924 | 0.58 |
| JPMORGAN CHASE & CO | 32,152 | 1,050,727 | 0.53 |