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Clearstead Advisors’s TriCo Bancshares TCBK Stock Holding History

Clearstead Advisors’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 		$4.2K Buy
+78
New +$3.95K ﹤0.01% 2243
2025
Q4 		– Sell
-90
Closed -$4K – 3226
2025
Q3 		$4K Hold
90
– – ﹤0.01% 2241
2025
Q2 		$3.65K Buy
+90
New +$3.54K ﹤0.01% 2193

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
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clearstead Advisors's TCBK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in TriCo Bancshares (TCBK) in Q2 2026: 78 shares worth $4.2K. The stake represents ﹤0.01% of the portfolio and ranks #2243 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TCBK as recently as Q3 2025.

Clearstead Advisors first reported a position in TCBK in Q2 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

  • Clearstead Advisors held 78 shares of TriCo Bancshares worth $4.2K as of Q2 2026.
  • TriCo Bancshares was a new Clearstead Advisors position in Q2 2026.
  • TriCo Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2243 holding.
  • Clearstead Advisors first reported a position in TriCo Bancshares in Q2 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.