Cerity Partners
TCBK icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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