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 Q3	$328K	Sell	6,400 -188	-3%	-$10.5K	0.15%	136
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

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

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barnes Wealth Management Group's TCBK Position: Q3 2026 in Review

Barnes Wealth Management Group reduced its TriCo Bancshares (TCBK) stake by 2.9% in Q3 2026, selling an estimated $10.5K and leaving 6,400 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #136.

Barnes Wealth Management Group first reported a position in TCBK in Q1 2025 and has held it in 7 quarters since. The position peaked at $359K in Q4 2025. 78 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

Barnes Wealth Management Group held 6,400 shares of TriCo Bancshares worth $328K as of Q3 2026.
Barnes Wealth Management Group sold 188 TriCo Bancshares shares in Q3 2026, an estimated $10.5K.
TriCo Bancshares made up 0.15% of Barnes Wealth Management Group's portfolio in Q3 2026, its #136 holding.
Barnes Wealth Management Group first reported a position in TriCo Bancshares in Q1 2025 and has held it in 7 quarters since.
Barnes Wealth Management Group's TriCo Bancshares position peaked at $359K in Q4 2025.
78 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.