Covestor’s TriCo Bancshares TCBK Stock Holding History

Covestor’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	$0	Buy	8 +5	+167%	+$244	﹤0.01%	2775
2025 Q4	$0	Sell	3 -2	-40%	-$92	﹤0.01%	2745
2025 Q3	$0	Buy	5 +2	+67%	+$87	﹤0.01%	2780
2025 Q2	$0	Sell	3 -1	-25%	-$39	﹤0.01%	2756
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2726
2024 Q4	$0	Buy	4 +1	+33%	+$46	﹤0.01%	2740
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2760
2024 Q2	$0	Buy	3 +1	+50%	+$36	﹤0.01%	2750
2024 Q1	$0	Sell	2 -1	-33%	-$36	﹤0.01%	2742
2023 Q4	$0	Sell	3 -3	-50%	-$108	﹤0.01%	2730
2023 Q3	$0	Sell	6 -1	-14%	-$35	﹤0.01%	2726
2023 Q2	$0	Sell	7 -1	-13%	-$36	﹤0.01%	2658
2023 Q1	$0	Buy	8 +2	+33%	+$96	﹤0.01%	2596
2022 Q4	$0	Buy	6 +1	+20%	+$52	﹤0.01%	2616
2022 Q3	$0	Sell	5 -52	-91%	-$2.44K	﹤0.01%	2603
2022 Q2	$3K	Buy	57 +47	+470%	+$1.98K	﹤0.01%	1558
2022 Q1	$0	Sell	10 -3	-23%	-$130	﹤0.01%	2493
2021 Q4	$1K	Buy	+13	New	+$571	﹤0.01%	1951

Other funds holding TCBK

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM