Cerity Partners’s TriCo Bancshares TCBK Stock Holding History

Cerity Partners’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	$749K	Sell	13,907 -1,142	-8%	-$57.8K	﹤0.01%	2178
2026 Q1	$715K	Sell	15,049 -588	-4%	-$28.7K	﹤0.01%	2063
2025 Q4	$741K	Sell	15,637 -473	-3%	-$21.7K	﹤0.01%	1859
2025 Q3	$715K	Buy	16,110 +1,476	+10%	+$64.2K	﹤0.01%	1761
2025 Q2	$593K	Sell	14,634 -53	-0.4%	-$2.08K	﹤0.01%	1776
2025 Q1	$587K	Sell	14,687 -1,033	-7%	-$44.1K	﹤0.01%	1676
2024 Q4	$677K	Sell	15,720 -171	-1%	-$7.78K	﹤0.01%	1600
2024 Q3	$678K	Buy	+15,891	New	+$685K	﹤0.01%	1611
2024 Q2	–	Sell	-9,770	Closed	-$359K	–	2404
2024 Q1	$359K	Buy	+9,770	New	+$356K	﹤0.01%	1771

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

Cerity Partners's TCBK Position: Q2 2026 in Review

Cerity Partners reduced its TriCo Bancshares (TCBK) stake by 7.6% in Q2 2026, selling an estimated $57.8K and leaving 13,907 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Cerity Partners first reported a position in TCBK in Q1 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Cerity Partners held 13,907 shares of TriCo Bancshares worth $749K as of Q2 2026.
Cerity Partners sold 1,142 TriCo Bancshares shares in Q2 2026, an estimated $57.8K.
TriCo Bancshares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2178 holding.
Cerity Partners first reported a position in TriCo Bancshares in Q1 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.