Belmont Capital’s TriCo Bancshares TCBK Stock Holding History

Belmont Capital’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
2024 Q4	–	Sell	-1,500	Closed	-$64K	–	164
2024 Q3	$64K	Hold	1,500	–	–	0.01%	139
2024 Q2	$59.4K	Hold	1,500	–	–	0.01%	155
2024 Q1	$55.2K	Hold	1,500	–	–	0.02%	124
2023 Q4	$64.5K	Sell	1,500 -6,500	-81%	-$233K	0.03%	104
2023 Q3	$256K	Hold	8,000	–	–	0.14%	60
2023 Q2	$266K	Sell	8,000 -5,000	-38%	-$178K	0.15%	43
2023 Q1	$541K	Buy	+13,000	New	+$627K	0.45%	21

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Belmont Capital's TCBK Position: Q4 2024 in Review

Belmont Capital sold out of TriCo Bancshares (TCBK) in Q4 2024, closing a stake of 1,500 shares — an estimated $64K sold.

Belmont Capital first reported a position in TCBK in Q1 2023 and held it in 7 quarters. The position peaked at $541K in Q1 2023. 164 funds tracked by Wall St. Rank hold TCBK as of Q4 2024.

Belmont Capital reported no remaining TriCo Bancshares position as of Q4 2024 after selling out during the quarter.
Belmont Capital sold 1,500 TriCo Bancshares shares in Q4 2024, an estimated $64K.
Belmont Capital first reported a position in TriCo Bancshares in Q1 2023 and held it in 7 quarters.
Belmont Capital's TriCo Bancshares position peaked at $541K in Q1 2023.
164 funds tracked by Wall St. Rank held TriCo Bancshares as of Q4 2024.

Based on Belmont Capital's 13F filing for Q4 2024, filed 13 Feb 2025.