Sierra Bancorp
US ˙ NasdaqGS ˙ US82620P1021

SecurityBSRR / Sierra Bancorp
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership306 shares
Latest Disclosed Value $ 10,380
IFP Advisors, Inc ownership in BSRR / Sierra Bancorp

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 306 shares of Sierra Bancorp (US:BSRR) valued at $10,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 306 shares of Sierra Bancorp. This represents a change in shares of 0.00% during the quarter. The current value of the position is $11,906 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SIERRA BANCORP cs 82620P102 306 0 0.00 10 0.00 0.0002
2026-02-06 2025-12-31 13F SIERRA BANCORP cs 82620P102 306 -5 -1.61 10 25.00 0.0002
2026-02-06 2025-09-30 13F/A-1 SIERRA BANCORP cs 82620P102 311 25 8.74 9 -11.11 0.0002
2025-12-02 2025-09-30 13F SIERRA BANCORP cs 82620P102 293 7 10 0.0002
2025-07-24 2025-06-30 13F SIERR A BANCORP cs 82620P102 286 107 59.78 9 125.00 0.0003
2025-05-05 2025-03-31 13F SIERRA BANCORP cs 82620P102 179 178 17,800.00 5 0.0002
2025-02-04 2024-12-31 13F SIERRA BANCORP cs 82620P102 1 1 0 0.0000
2019-11-07 2019-09-30 13F SIERRA BANCORP Stock 82620P102 0 -2,633 -100.00 0 -100.00
2019-05-15 2019-03-31 13F SIERRA BANCORP Stock 82620P102 2,633 4 0.15 64 1.59 0.0087
2019-06-03 2018-12-31 13F/A-10 SIERRA BANCORP COM Stock 82620P102 2,629 3 0.11 63 -17.11 0.0038
2019-01-23 2018-12-31 13F SIERRA BANCORP COM Stock 82620P102 2,629 3 63 0.0038
2019-06-03 2018-09-30 13F/A-9 SIERRA BANCORP COM Stock 82620P102 2,626 3 0.11 76 2.70 0.0031
2018-10-25 2018-09-30 13F SIERRA BANCORP COM Stock 82620P102 2,626 3 76 0.0031
2019-06-03 2018-06-30 13F/A-8 SIERRA BANCORP COM Stock 82620P102 2,623 7 0.27 74 7.25 0.0031
2018-08-07 2018-06-30 13F SIERRA BANCORP COM Stock 82620P102 2,623 4 74
2019-06-03 2018-03-31 13F/A-7 SIERRA BANCORP COM Stock 82620P102 2,616 0 0.00 69 0.00 0.0031
2018-05-09 2018-03-31 13F SIERRA BANCORP COM Stock 82620P102 2,619 3 70
2019-06-03 2017-12-31 13F/A-6 SIERRA BANCORP COM Stock 82620P102 2,616 3 0.11 69 -2.82 0.0031
2018-01-24 2017-12-31 13F SIERRA BANCORP COM Stock 82620P102 2,616 3 69
2017-10-30 2017-09-30 13F SIERRA BANCORP COM Stock 82620P102 2,613 3 0.11 71 10.94 0.0028
2019-06-03 2017-06-30 13F/A-5 SIERRA BANCORP COM Stock 82620P102 2,610 4 0.15 64 -9.86 0.0027
2017-07-31 2017-06-30 13F SIERRA BANCORP COM Stock 82620P102 2,610 4 64
2019-06-03 2017-03-31 13F/A-4 SIERRA BANCORP COM Stock 82620P102 2,606 2 0.08 71 2.90 0.0031
2017-04-26 2017-03-31 13F SIERRA BANCORP COM Stock 82620P102 2,606 2 71
2019-06-03 2016-12-31 13F/A-3 SIERRA BANCORP COM Stock 82620P102 2,604 4 0.15 69 40.82 0.0033
2017-02-14 2016-12-31 13F SIERRA BANCORP COM Stock 82620P102 2,604 4 69
2016-11-04 2016-09-30 13F SIERRA BANCORP COM Stock 82620P102 2,600 3 0.12 49 13.95 0.0025
2019-06-03 2016-06-30 13F/A-2 SIERRA BANCORP COM Stock 82620P102 2,597 -36 -1.37 43 -32.81 0.0024
2016-08-22 2016-06-30 13F SIERRA BANCORP COM Stock 82620P102 2,597 -36 43
2019-06-03 2016-03-31 13F/A-1 SIERRA BANCORP Stock 82620P102 2,633 44 1.70 64 39.13 0.0087
2016-05-02 2016-03-31 13F SIERRA BANCORP COM Stock 82620P102 2,593 4 47
2016-02-11 2015-12-31 13F SIERRA BANCORP COM Stock 82620P102 2,589 2,589 46 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.