Commonwealth Equity Services’s TriCo Bancshares TCBK Stock Holding History

Commonwealth Equity Services’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	$307K	Sell	5,698 -801	-12%	-$40.6K	﹤0.01%	3742
2026 Q1	$309K	Buy	6,499 +49	+0.8%	+$2.39K	﹤0.01%	3638
2025 Q4	$306K	Sell	6,450 -122	-2%	-$5.6K	﹤0.01%	3639
2025 Q3	$292K	Buy	6,572 +470	+8%	+$20.4K	﹤0.01%	3672
2025 Q2	$247K	Buy	6,102 +368	+6%	+$14.5K	﹤0.01%	3759
2025 Q1	$229K	Buy	5,734 +41	+0.7%	+$1.75K	﹤0.01%	3725
2024 Q4	$249K	Buy	5,693 +682	+14%	+$31K	﹤0.01%	3578
2024 Q3	$214K	Buy	+5,011	New	+$216K	﹤0.01%	3639
2024 Q1	–	Sell	-5,190	Closed	-$223K	–	4096
2023 Q4	$223K	Buy	+5,190	New	+$186K	﹤0.01%	3423
2023 Q2	–	Sell	-7,126	Closed	-$296K	–	3924
2023 Q1	$296K	Buy	7,126 +2,115	+42%	+$102K	﹤0.01%	2986
2022 Q4	$255K	Sell	5,011 -200	-4%	-$10.4K	﹤0.01%	3002
2022 Q3	$232K	Buy	5,211 +29	+0.6%	+$1.36K	﹤0.01%	3047
2022 Q2	$236K	Sell	5,182 -454	-8%	-$19.1K	﹤0.01%	3053
2022 Q1	$225K	Hold	5,636	–	–	﹤0.01%	3225
2021 Q4	$242K	Hold	5,636	–	–	﹤0.01%	3148
2021 Q3	$244K	Sell	5,636 -526	-9%	-$21.3K	﹤0.01%	3104
2021 Q2	$262K	Buy	6,162 +1,375	+29%	+$63.8K	﹤0.01%	3030
2021 Q1	$226K	Buy	+4,787	New	+$206K	﹤0.01%	3031

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

Commonwealth Equity Services's TCBK Position: Q2 2026 in Review

Commonwealth Equity Services reduced its TriCo Bancshares (TCBK) stake by 12% in Q2 2026, selling an estimated $40.6K and leaving 5,698 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #3742.

Commonwealth Equity Services first reported a position in TCBK in Q1 2021 and has held it in 18 quarters since. The position peaked at $309K in Q1 2026. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Commonwealth Equity Services held 5,698 shares of TriCo Bancshares worth $307K as of Q2 2026.
Commonwealth Equity Services sold 801 TriCo Bancshares shares in Q2 2026, an estimated $40.6K.
TriCo Bancshares made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3742 holding.
Commonwealth Equity Services first reported a position in TriCo Bancshares in Q1 2021 and has held it in 18 quarters since.
Commonwealth Equity Services's TriCo Bancshares position peaked at $309K in Q1 2026.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.