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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Barnes Wealth Management Group's TCBK Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its TriCo Bancshares (TCBK) stake by 13% in Q1 2026, selling an estimated $48.9K and leaving 6,588 shares worth $313K. The position accounts for 0.16% of the portfolio, ranked #133.

Barnes Wealth Management Group first reported a position in TCBK in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q4 2025. 195 funds tracked by Wall St. Rank hold TCBK as of Q1 2026.

  • Barnes Wealth Management Group held 6,588 shares of TriCo Bancshares worth $313K as of Q1 2026.
  • Barnes Wealth Management Group sold 1,000 TriCo Bancshares shares in Q1 2026, an estimated $48.9K.
  • TriCo Bancshares made up 0.16% of Barnes Wealth Management Group's portfolio in Q1 2026, its #133 holding.
  • Barnes Wealth Management Group first reported a position in TriCo Bancshares in Q1 2025 and has held it in 5 quarters since.
  • Barnes Wealth Management Group's TriCo Bancshares position peaked at $359K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held TriCo Bancshares as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.