Creative Planning
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Creative Planning’s TriCo Bancshares TCBK Stock Holding History

Creative Planning’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 		$4.76M Buy
88,346
+7,680
+10% +$389K ﹤0.01% 1447
2026
Q1 		$3.83M Buy
80,666
+3,474
+5% +$170K ﹤0.01% 1395
2025
Q4 		$3.66M Buy
77,192
+10,592
+16% +$486K ﹤0.01% 1231
2025
Q3 		$2.96M Buy
66,600
+7,840
+13% +$341K ﹤0.01% 1236
2025
Q2 		$2.38M Buy
58,760
+21,109
+56% +$829K ﹤0.01% 1201
2025
Q1 		$1.5M Buy
37,651
+7,628
+25% +$326K ﹤0.01% 1395
2024
Q4 		$1.31M Buy
30,023
+5,555
+23% +$253K ﹤0.01% 1443
2024
Q3 		$1.04M Buy
24,468
+3,021
+14% +$130K ﹤0.01% 1483
2024
Q2 		$849K Buy
21,447
+8,260
+63% +$299K ﹤0.01% 1538
2024
Q1 		$485K Buy
13,187
+4,317
+49% +$157K ﹤0.01% 1871
2023
Q4 		$381K Buy
+8,870
New +$318K ﹤0.01% 1910
2023
Q1 		– Sell
-5,099
Closed -$260K – 2776
2022
Q4 		$260K Sell
5,099
-1,062
-17% -$55.4K ﹤0.01% 1819
2022
Q3 		$275K Buy
+6,161
New +$289K ﹤0.01% 1706
2021
Q2 		– Sell
-8,727
Closed -$414K – 2542
2021
Q1 		$414K Buy
+8,727
New +$376K ﹤0.01% 1573
2018
Q4 		– Sell
-5,220
Closed -$202K – 2101
2018
Q3 		$202K Buy
+5,220
New +$202K ﹤0.01% 1677
2015
Q4 		– Sell
-9,588
Closed -$236K – 4573
2015
Q3 		$236K Buy
+9,588
New +$233K ﹤0.01% 1099
2015
Q2 		– Sell
-4
Closed – – 2807
2015
Q1 		$0 Hold
4
– – ﹤0.01% 4399
2014
Q4 		$0 Hold
4
– – ﹤0.01% 4337
2014
Q3 		$0 Hold
4
– – ﹤0.01% 4150
2014
Q2 		$0 Hold
4
– – ﹤0.01% 3953
2014
Q1 		$0 Hold
4
– – ﹤0.01% 3747
2013
Q4 		$0 Hold
4
– – ﹤0.01% 3464
2013
Q3 		$0 Hold
4
– – ﹤0.01% 3346
2013
Q2 		$0 Buy
+4
New +$75 ﹤0.01% 3118

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

Creative Planning's TCBK Position: Q2 2026 in Review

Creative Planning increased its TriCo Bancshares (TCBK) stake by 9.5% in Q2 2026, buying an estimated $389K and bringing the position to 88,346 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Creative Planning first reported a position in TCBK in Q2 2013 and has held it in 24 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

  • Creative Planning held 88,346 shares of TriCo Bancshares worth $4.76M as of Q2 2026.
  • Creative Planning bought 7,680 TriCo Bancshares shares in Q2 2026, an estimated $389K.
  • TriCo Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1447 holding.
  • Creative Planning first reported a position in TriCo Bancshares in Q2 2013 and has held it in 24 quarters since.
  • 213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.