FEDERATED HERMES, INC. BSRR SIERRA BANCORP COM

Ownership history in FEDERATED HERMES, INC.  ·  49 quarters on record

AI Ownership Summary

FEDERATED HERMES, INC. reported SIERRA BANCORP COM (BSRR) in 49 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BSRR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSRR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FEDERATED HERMES, INC.'s position in SIERRA BANCORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BSRR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FEDERATED HERMES, INC. held BSRR — position size vs. price
% of Fund (quarterly)    BSRR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 42,926 +7,187 +20.1% 0.00% $1.5M 2026-05-11 $37.54
2025 Q4 ADDED 35,739 +22,779 +175.8% 0.00% $1.2M 2026-02-12 $36.79
2025 Q3 ADDED 12,960 +134 +1.0% 0.00% $375K 2025-11-03 $28.06
2025 Q2 ADDED 12,826 +665 +5.5% 0.00% $381K 2025-08-13 $29.28
2025 Q1 REDUCED 12,161 -16 -0.1% 0.00% $339K 2025-05-08 $26.40
2024 Q4 ADDED 12,177 +2,810 +30.0% 0.00% $352K 2025-02-13 $29.71
2024 Q3 ADDED 9,367 +214 +2.3% 0.00% $271K 2024-11-13 $30.63
2024 Q2 UNCHANGED 9,153 0% 0.00% $205K 2024-08-08 $25.52
2024 Q1 REDUCED 9,153 -221 -2.4% 0.00% $185K 2024-05-14 $21.22
2023 Q4 ADDED 9,374 +38 +0.4% 0.00% $211K 2024-01-31 $19.22
39 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FEDERATED HERMES, INC. and BSRR

These are the practical questions this page is built to answer before you even open the full history table.

How long has FEDERATED HERMES, INC. reported owning BSRR?

FEDERATED HERMES, INC. reported BSRR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BSRR position in FEDERATED HERMES, INC.'s portfolio?

The largest reported portfolio weight for BSRR was 0.00% in 2026 Q1.

What is the latest reported BSRR position on this page?

The most recent filing on this page is 2026 Q1, when FEDERATED HERMES, INC. reported 42,926 shares, equal to 0.00% of portfolio, with an estimated market value of $1.5M.

What does the chart on this BSRR ownership page compare?

The chart compares FEDERATED HERMES, INC.'s quarterly BSRR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FEDERATED HERMES, INC. time their BSRR position?

Based on 13F filing dates vs. subsequent BSRR price moves, FEDERATED HERMES, INC. correctly timed 22 out of 39 reported position changes (56%). The annualised alpha on BSRR relative to SPY over the holding period was -4.5%.

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