Barnes Wealth Management Group’s TriCo Bancshares TCBK Stock Holding History

Barnes Wealth Management Group’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	$355K	Hold	6,588	–	–	0.16%	127
2026 Q1	$313K	Sell	6,588 -1,000	-13%	-$48.9K	0.16%	133
2025 Q4	$359K	Hold	7,588	–	–	0.19%	111
2025 Q3	$337K	Hold	7,588	–	–	0.19%	115
2025 Q2	$307K	Hold	7,588	–	–	0.18%	112
2025 Q1	$303K	Buy	+7,588	New	+$324K	0.19%	107

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

Barnes Wealth Management Group's TCBK Position: Q2 2026 in Review

Barnes Wealth Management Group held its TriCo Bancshares (TCBK) position steady in Q2 2026 at 6,588 shares worth $355K. The position accounts for 0.16% of the portfolio, ranked #127.

Barnes Wealth Management Group first reported a position in TCBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $359K in Q4 2025. 212 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Barnes Wealth Management Group held 6,588 shares of TriCo Bancshares worth $355K as of Q2 2026.
Barnes Wealth Management Group left its TriCo Bancshares share count unchanged in Q2 2026.
TriCo Bancshares made up 0.16% of Barnes Wealth Management Group's portfolio in Q2 2026, its #127 holding.
Barnes Wealth Management Group first reported a position in TriCo Bancshares in Q1 2025 and has held it in 6 quarters since.
Barnes Wealth Management Group's TriCo Bancshares position peaked at $359K in Q4 2025.
212 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.