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Ballentine Partners’s TriCo Bancshares TCBK Stock Holding History

Ballentine Partners’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 		$253K Hold
4,705
– – ﹤0.01% 889
2026
Q1 		$224K Hold
4,705
– – ﹤0.01% 884
2025
Q4 		$223K Buy
4,705
+30
+0.6% +$1.38K ﹤0.01% 877
2025
Q3 		$208K Buy
+4,675
New +$203K ﹤0.01% 898

Other funds holding TCBK

SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ballentine Partners's TCBK Position: Q2 2026 in Review

Ballentine Partners held its TriCo Bancshares (TCBK) position steady in Q2 2026 at 4,705 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Ballentine Partners first reported a position in TCBK in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

  • Ballentine Partners held 4,705 shares of TriCo Bancshares worth $253K as of Q2 2026.
  • Ballentine Partners left its TriCo Bancshares share count unchanged in Q2 2026.
  • TriCo Bancshares made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #889 holding.
  • Ballentine Partners first reported a position in TriCo Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.