Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TriCo Bancshares TCBK Stock Holding History

Carson Wealth (CWM LLC)’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 		$156K Buy
3,276
+470
+17% +$23K ﹤0.01% 2934
2025
Q4 		$133K Buy
2,806
+805
+40% +$36.9K ﹤0.01% 2862
2025
Q3 		$89K Buy
2,001
+851
+74% +$37K ﹤0.01% 3078
2025
Q2 		$47K Buy
1,150
+34
+3% +$1.34K ﹤0.01% 3334
2025
Q1 		$45K Buy
1,116
+415
+59% +$17.7K ﹤0.01% 3069
2024
Q4 		$31K Buy
701
+106
+18% +$4.82K ﹤0.01% 3155
2024
Q3 		$25K Buy
595
+416
+232% +$17.9K ﹤0.01% 3234
2024
Q2 		$7K Buy
179
+151
+539% +$5.46K ﹤0.01% 3736
2024
Q1 		$1K Buy
+28
New +$1.02K ﹤0.01% 4223
2023
Q2 		– Sell
-25
Closed -$1K – 4454
2023
Q1 		$1K Buy
25
+9
+56% +$434 ﹤0.01% 3932
2022
Q4 		$1K Hold
16
– – ﹤0.01% 3852
2022
Q3 		$1K Hold
16
– – ﹤0.01% 3771
2022
Q2 		$1K Sell
16
-38
-70% -$1.6K ﹤0.01% 3647
2022
Q1 		$2K Buy
+54
New +$2.34K ﹤0.01% 3228

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s TCBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its TriCo Bancshares (TCBK) stake by 17% in Q1 2026, buying an estimated $23K and bringing the position to 3,276 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

Carson Wealth (CWM LLC) first reported a position in TCBK in Q1 2022 and has held it in 14 quarters since. 195 funds tracked by Wall St. Rank hold TCBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,276 shares of TriCo Bancshares worth $156K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 470 TriCo Bancshares shares in Q1 2026, an estimated $23K.
  • TriCo Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2934 holding.
  • Carson Wealth (CWM LLC) first reported a position in TriCo Bancshares in Q1 2022 and has held it in 14 quarters since.
  • 195 funds tracked by Wall St. Rank held TriCo Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.