BSRR β€” SIERRA BANCORP

Ownership history in Fourthstone LLC  Β·  10 quarters on record

AI Ownership Summary

Fourthstone LLC reported SIERRA BANCORP (BSRR) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.7% in 2023 Q4. The latest visible filing shows BSRR at 0.07% 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 Fourthstone LLC's position in SIERRA BANCORP, 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
2025 Q4

BSRR was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Fourthstone LLC held BSRR β€” position size vs. price
% of Fund (quarterly)    BSRR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11,229 -14,293 -56.0% 0.07% $367K 2026-02-14 (Est.) $37.27
2025 Q2 REDUCED 25,522 -128,244 -83.4% 0.15% $758K 2025-08-14 $29.04
2023 Q4 ADDED 153,766 +60,712 +65.2% 0.70% $3.5M 2024-02-14 $17.44
2023 Q3 ADDED 93,054 +35,009 +60.3% 0.40% $1.8M 2023-11-14 $18.11
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Fourthstone LLC and BSRR

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

How long has Fourthstone LLC reported owning BSRR?

Fourthstone LLC reported BSRR across 4 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported BSRR position in Fourthstone LLC's portfolio?

The largest reported portfolio weight for BSRR was 0.70% in 2023 Q4.

What is the latest reported BSRR position on this page?

The most recent filing on this page is 2025 Q4, when Fourthstone LLC reported 11,229 shares, equal to 0.07% of portfolio, with an estimated market value of $367K.

What does the chart on this BSRR ownership page compare?

The chart compares Fourthstone LLC'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.

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