Action Point Financial Planning’s TriCo Bancshares TCBK Stock Holding History

Action Point Financial Planning’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 Q2	$1.29K	Buy	+24	New	+$1.22K	﹤0.01%	2402

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Action Point Financial Planning's TCBK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in TriCo Bancshares (TCBK) in Q2 2026: 24 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #2402 among its holdings.

212 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Action Point Financial Planning held 24 shares of TriCo Bancshares worth $1.29K as of Q2 2026.
TriCo Bancshares was a new Action Point Financial Planning position in Q2 2026.
TriCo Bancshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2402 holding.
212 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.