BSRRNasdaqState Commercial BanksFiscal year ends December 31
SIERRA BANCORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$39.23−0.36 (-0.91%)
Close on Oct 19, 2026
- Market cap
- $508.39M
- P/E (TTM)
- 11.5
- Dividend yield
- 2.55%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
60.0%
8M of 13M shares
Institutional holders
125
17 new, 5 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 20 sales
Net sold $2.30M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 996,631 | 6.80% | 13G (passive) amendment | Dec 29, 2023 |
| BlackRock, Inc. | 1,095,577 | 7.80% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BSRR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,306,403 | 10.08% | $53.25M | +61,492 | 0.00% |
| Dimensional Fund Advisors LP | 921,629 | 7.11% | $37.57M | −7,597 | 0.01% |
| Vanguard Capital Management LLC | 527,029 | 4.07% | $21.48M | −13,422 | 0.00% |
| Jupiter Topco LLC | 438,288 | 3.38% | $17.86M | New | 0.01% |
| Private Management Group Inc | 434,075 | 3.35% | $17.69M | −90,149 | 0.47% |
| American Century Companies Inc | 372,676 | 2.87% | $15.19M | +70,811 | 0.01% |
| Manufacturers Life Insurance Company, The | 357,606 | 2.76% | $14.58M | −2,340 | 0.01% |
| Geode Capital Management, LLC | 315,368 | 2.43% | $12.86M | +30,024 | 0.00% |
| State Street Corp | 276,592 | 2.13% | $11.27M | +9,632 | 0.00% |
| FMR LLC | 212,021 | 1.64% | $8.64M | −3,476 | 0.00% |
| Renaissance Technologies LLC | 185,812 | 1.43% | $7.57M | +4,965 | 0.01% |
| Basswood Capital Management, L.L.C. | 184,089 | 1.42% | $7.50M | +44,413 | 0.30% |
| Northern Trust Corp | 175,804 | 1.36% | $7.17M | +15,068 | 0.00% |
| CSM Advisors, LLC | 163,990 | 1.27% | $6.69K | −180 | 0.14% |
| Bridgeway Capital Management, LLC | 135,101 | 1.04% | $5.51M | +5,869 | 0.10% |
| Morgan Stanley | 123,092 | 0.95% | $5.02M | −7,509 | 0.00% |
| Vanguard Portfolio Management LLC | 99,574 | 0.77% | $4.06M | +30,076 | 0.00% |
| Banc Funds Co LLC | 99,255 | 0.77% | $4.05M | −14,000 | 0.67% |
| Arrowstreet Capital, Limited Partnership | 98,078 | 0.76% | $4.00M | −541 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 93,959 | 0.72% | $3.83M | −13,400 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 125 | 8M | 60.0% | 17 / 35 | 43 / 5 | 1M | 0M |
| Q1 2026 | 116 | 8M | 58.5% | 14 / 29 | 47 / 10 | 1M | 0M |
| Q4 2025 | 114 | 8M | 58.0% | 14 / 34 | 42 / 8 | 0M | 1M |
| Q3 2025 | 108 | 8M | 58.6% | 10 / 31 | 38 / 7 | 0M | 0M |
| Q2 2025 | 105 | 8M | 59.7% | 9 / 41 | 27 / 16 | 1M | 0M |
| Q1 2025 | 114 | 8M | 59.6% | 13 / 26 | 46 / 13 | 0M | 0M |
| Q4 2024 | 115 | 8M | 61.5% | 20 / 41 | 24 / 9 | 0M | 1M |
| Q3 2024 | 104 | 8M | 64.2% | 22 / 32 | 28 / 7 | 2M | 0M |
| Q2 2024 | 90 | 8M | 62.1% | 12 / 31 | 31 / 6 | 0M | 1M |
| Q1 2024 | 84 | 8M | 64.5% | 4 / 27 | 30 / 4 | 0M | 0M |
| Q4 2023 | 84 | 8M | 64.4% | 6 / 29 | 25 / 7 | 1M | 0M |
| Q3 2023 | 85 | 8M | 61.7% | 6 / 19 | 34 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BSRR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Janus Henderson Small Cap Value Fund | 438,244 | 3.38% | $17.86M | 1.41% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 378,762 | 2.92% | $15.44M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 341,333 | 2.63% | $13.91M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 292,670 | 2.26% | $11.12M | 0.04% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 278,155 | 2.15% | $11.34M | 0.06% | Jul 31, 2026 |
| Regional Bank Fund | 176,793 | 1.36% | $7.21M | 0.75% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 135,873 | 1.05% | $5.54M | 0.01% | Jun 30, 2026 |
| Select Banking Portfolio | 131,600 | 1.02% | $5.00M | 1.11% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 131,093 | 1.01% | $5.34M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 122,896 | 0.95% | $5.01M | 0.03% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 99,344 | 0.77% | $4.05M | 0.02% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 89,744 | 0.69% | $3.66M | 0.03% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 82,101 | 0.63% | $3.35M | 0.14% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 77,354 | 0.60% | $2.94M | 0.06% | May 29, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 75,737 | 0.58% | $3.09M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Hugh F. Boyle | EVP/Chief Credit Officer | 21,781 | 0.17% | May 29, 2026 |
| Christopher G. Treece | EVP/Chief Financial Officer | 49,095 | 0.38% | May 22, 2026 |
| Marcus G. Wolfe | SVP/Corporate Controller/PAO | 1,561 | 0.01% | May 19, 2026 |
| Michael Olague | EVP/Chief Banking Officer | 26,799 | 0.21% | Feb 25, 2026 |
| Kevin J. McPhaill | President/CEO | 67,807 | 0.52% | Feb 25, 2026 |
| Natalia M. Coen | EVP/CRO | 26,836 | 0.21% | Feb 25, 2026 |
| Cindy L. Dabney | SVP/Chief Accounting Officer | 6,609 | 0.05% | Dec 4, 2025 |
| William J. Wade | EVP/Chief Operations Officer | 13,990 | 0.11% | Nov 19, 2025 |
| Matthew Dusi | SVP/Head of Commercial Banking | 8,767 | 0.07% | Mar 25, 2025 |
| Julie G. Castle | Director | 1,181 | 0.01% | Aug 3, 2026 |
| Vonn R. Christenson | Director | 1,528 | 0.01% | May 20, 2026 |
| Albert L. Berra | Director | 269,676 | 2.08% | Feb 19, 2026 |
| James C. Holly | Director | 337,970 | 2.61% | Feb 9, 2026 |
| Lynda Scearcy | Director | 30,133 | 0.23% | Jan 16, 2026 |
| Susan M. Abundis | Director | 7,603 | 0.06% | Dec 11, 2025 |
| Ermina Karim | Director | 6,702 | 0.05% | Nov 21, 2025 |
| Michele M. Gil | Director | 8,702 | 0.07% | Nov 21, 2025 |
| Laurence S. Dutto | Director | 11,639 | 0.09% | Nov 21, 2025 |
| Morris A. Tharp | Director | 11,139 | 0.09% | Nov 21, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Julie G. Castle Director | Jul 31, 2026 | Sale | −1,000 | $40.70 | $40.70K | 1,181 |
| Hugh F. Boyle EVP/Chief Credit Officer | May 29, 2026 | Sale | −10,000 | $38.21 | $382.10K | 21,781 |
| Christopher G. Treece EVP/Chief Financial Officer | May 22, 2026 | Option exercise | +10,000 | $27.11 | $271.10K | 49,095 |
| Christopher G. Treece EVP/Chief Financial Officer | May 22, 2026 | Sale | −10,000 | $38.18 | $381.80K | 39,095 |
| Vonn R. Christenson Director | May 18, 2026 | Option exercise | +1,053 | $28.21 | $29.71K | 1,242 |
| Vonn R. Christenson Director | May 18, 2026 | Sale | −1,053 | $38.01 | $40.02K | 189 |
| Vonn R. Christenson Director | May 8, 2026 | Sale | −3,947 | $38.05 | $150.18K | 189 |
| Vonn R. Christenson Director | May 8, 2026 | Option exercise | +3,947 | $28.21 | $111.34K | 4,136 |
| Hugh F. Boyle EVP/Chief Credit Officer | Mar 1, 2026 | Tax withholding | −1,689 | $35.98 | $60.77K | 31,781 |
| Christopher G. Treece EVP/Chief Financial Officer | Feb 23, 2026 | Tax withholding | −800 | $36.09 | $28.87K | 39,095 |
| Michael Olague EVP/Chief Banking Officer | Feb 23, 2026 | Tax withholding | −665 | $36.09 | $24.00K | 26,799 |
| Natalia M. Coen EVP/CRO | Feb 23, 2026 | Tax withholding | −653 | $36.09 | $23.57K | 26,836 |
| Hugh F. Boyle EVP/Chief Credit Officer | Feb 23, 2026 | Tax withholding | −794 | $36.09 | $28.66K | 33,470 |
| Kevin J. McPhaill President/CEO | Feb 23, 2026 | Tax withholding | −1,358 | $36.09 | $49.01K | 67,807 |
| Albert L. Berra Director | Feb 17, 2026 | Option exercise | +5,000 | $17.25 | $86.25K | 147,843 |
| Julie G. Castle Director | Feb 13, 2026 | Sale | −250 | $37.52 | $9.38K | 2,181 |
| Christopher G. Treece EVP/Chief Financial Officer | Feb 12, 2026 | Award | +2,432 | – | – | 39,895 |
| Christopher G. Treece EVP/Chief Financial Officer | Feb 12, 2026 | Award | +4,518 | – | – | 37,463 |
| Kevin J. McPhaill President/CEO | Feb 12, 2026 | Award | +6,602 | – | – | 69,165 |
| Kevin J. McPhaill President/CEO | Feb 12, 2026 | Award | +6,602 | – | – | 62,563 |
| Michael Olague EVP/Chief Banking Officer | Feb 12, 2026 | Award | +3,475 | – | – | 27,464 |
| Michael Olague EVP/Chief Banking Officer | Feb 12, 2026 | Award | +3,475 | – | – | 23,989 |
| Natalia M. Coen EVP/CRO | Feb 12, 2026 | Award | +3,651 | – | – | 26,272 |
| Natalia M. Coen EVP/CRO | Feb 12, 2026 | Award | +1,217 | – | – | 27,489 |
| Hugh F. Boyle EVP/Chief Credit Officer | Feb 12, 2026 | Award | +1,342 | – | – | 34,264 |
| Hugh F. Boyle EVP/Chief Credit Officer | Feb 12, 2026 | Award | +4,026 | – | – | 32,922 |
| Kevin J. McPhaill President/CEO | Feb 10, 2026 | Option exercise | +1,312 | $27.11 | $35.57K | 29,612 |
| Kevin J. McPhaill President/CEO | Feb 10, 2026 | Option exercise | +4,369 | $27.30 | $119.27K | 28,300 |
| Kevin J. McPhaill President/CEO | Feb 10, 2026 | Option exercise | +3,232 | $27.35 | $88.40K | 23,931 |
| Kevin J. McPhaill President/CEO | Feb 10, 2026 | Sale | −8,913 | $36.94 | $329.25K | 20,699 |
| Kevin J. McPhaill President/CEO | Feb 9, 2026 | Option exercise | +2,181 | $28.21 | $61.53K | 22,880 |
| Kevin J. McPhaill President/CEO | Feb 9, 2026 | Sale | −3,319 | $37.02 | $122.87K | 20,699 |
| Kevin J. McPhaill President/CEO | Feb 9, 2026 | Option exercise | +1,138 | $27.35 | $31.12K | 24,018 |
| Kevin J. McPhaill President/CEO | Feb 6, 2026 | Sale | −7,768 | $37.98 | $295.03K | 20,699 |
| Kevin J. McPhaill President/CEO | Feb 6, 2026 | Option exercise | +2,570 | $28.21 | $72.50K | 28,467 |
| Kevin J. McPhaill President/CEO | Feb 6, 2026 | Option exercise | +3,688 | $27.11 | $99.98K | 25,897 |
| Kevin J. McPhaill President/CEO | Feb 6, 2026 | Option exercise | +631 | $27.30 | $17.23K | 22,209 |
| Kevin J. McPhaill President/CEO | Feb 6, 2026 | Option exercise | +630 | $27.35 | $17.23K | 21,578 |
| Kevin J. McPhaill President/CEO | Feb 6, 2026 | Option exercise | +249 | $28.21 | $7.02K | 20,948 |
| Julie G. Castle Director | Feb 5, 2026 | Sale | −500 | $37.90 | $18.95K | 2,681 |
| Julie G. Castle Director | Feb 5, 2026 | Sale | −250 | $38.00 | $9.50K | 2,431 |
| James C. Holly Director | Feb 5, 2026 | Option exercise | +5,000 | $17.25 | $86.25K | 307,970 |
| James C. Holly Director | Feb 5, 2026 | Sale | −5,000 | $37.93 | $189.65K | 302,970 |
| Lynda Scearcy Director | Jan 15, 2026 | Sale(10b5-1 plan) | −5,000 | $35.00 | $175.00K | 30,133 |
| Lynda Scearcy Director | Jan 15, 2026 | Option exercise | +5,000 | $28.21 | $141.05K | 35,133 |
| James C. Holly Director | Dec 10, 2025 | Gift | −10,400 | $34.41 | $357.86K | 302,970 |
| Susan M. Abundis Director | Dec 10, 2025 | Sale(10b5-1 plan) | −600 | $33.50 | $20.10K | 7,603 |
| Lynda Scearcy Director | Dec 9, 2025 | Sale | −100 | $32.68 | $3.27K | 30,133 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Sale | −856 | $32.00 | $27.39K | 6,609 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Sale | −855 | $32.00 | $27.36K | 6,754 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Option exercise | +1,000 | $27.11 | $27.11K | 7,754 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Sale | −849 | $32.00 | $27.17K | 6,905 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Option exercise | +1,000 | $27.35 | $27.35K | 7,465 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Sale | −883 | $32.00 | $28.26K | 6,465 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Option exercise | +1,000 | $28.21 | $28.21K | 7,348 |
| Cindy L. Dabney SVP/Chief Accounting Officer | Dec 3, 2025 | Option exercise | +1,000 | $27.30 | $27.30K | 7,609 |
| Ermina Karim Director | Nov 20, 2025 | Award | +1,445 | – | – | 6,702 |
| Morris A. Tharp Director | Nov 20, 2025 | Award | +1,445 | – | – | 11,139 |
| Lynda Scearcy Director | Nov 20, 2025 | Award | +1,445 | – | – | 11,139 |
| Susan M. Abundis Director | Nov 20, 2025 | Award | +1,445 | – | – | 8,203 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Boyle Hugh Officer | May 29, 2026 | 10,000 | $382.09K | May 29, 2026 | Restricted Stock |
| G. Treece Christopher Officer | May 22, 2026 | 10,000 | $381.77K | May 22, 2026 | Stock Option Exercise |
| Christenson Vonn Director | May 18, 2026 | 1,053 | $40.03K | May 18, 2026 | Stock Option Exercise |
| Christenson Vonn Director | May 8, 2026 | 3,947 | $150.20K | May 8, 2026 | Stock Option Exercise |
| Kevin J. McPhaill Officer | Feb 6, 2026 | 20,000 | $759.55K | Feb 6, 2026 | Option Exercise |
| James C. Holly Director | Feb 5, 2026 | 5,000 | $189.67K | Feb 5, 2026 | Option Exercise |
| Lynda Scearcy Director | Jan 15, 2026 | 5,000 | $175.00K | Jan 15, 2026 | Option Exercise |
| Dabney Cindy Officer | Dec 3, 2025 | 3,443 | $110.18K | Dec 3, 2025 | Stock Option Exercise |
| Lynda Scearcy Director | Nov 10, 2025 | 1,000 | $30.00K | Nov 10, 2025 | Restricted Stock Units |
| Olague Michael Officer | Aug 8, 2025 | 3,600 | $86.83K | Aug 8, 2025 | Employee stock unit award(s) |
| Olague Michael Officer | Aug 8, 2025 | 5,593 | $158.56K | Aug 8, 2025 | Stock Option Exercise |
| Lynda Scearcy Director | Jun 30, 2025 | 8,000 | $240.00K | Jun 30, 2025 | Restricted Stock Units |
| Olague Michael Officer | Feb 7, 2025 | 3,563 | $110.99K | Feb 7, 2025 | Stock Option Exercise |
| Olague Michael Officer | Feb 6, 2025 | 15,844 | $507.83K | Feb 6, 2025 | Stock Option Exercise |
| Julie G. Castle Director | Feb 5, 2025 | 1,105 | $35.17K | Feb 6, 2025 | Stock Award |