Superior Planning, LLC’s TriCo Bancshares TCBK Stock Holding History

Superior Planning, LLC’s Portfolio TCBK Stock Details TCBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$154	Buy	+3	New	+$167	﹤0.01%	2053

Other funds holding TCBK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return

Superior Planning, LLC's TCBK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in TriCo Bancshares (TCBK) in Q3 2026: 3 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #2053 among its holdings.

115 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

Superior Planning, LLC held 3 shares of TriCo Bancshares worth $154 as of Q3 2026.
TriCo Bancshares was a new Superior Planning, LLC position in Q3 2026.
TriCo Bancshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2053 holding.
115 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.