EverSource Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History

EverSource Wealth 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	$13.4K	Sell	249 -212	-46%	-$10.7K	﹤0.01%	2718
2026 Q1	$21.9K	Sell	461 -59	-11%	-$2.88K	﹤0.01%	2451
2025 Q4	$24.6K	Sell	520 -39	-7%	-$1.79K	﹤0.01%	2251
2025 Q3	$24.8K	Sell	559 -5	-0.9%	-$217	﹤0.01%	2201
2025 Q2	$22.8K	Buy	564 +525	+1,346%	+$20.6K	﹤0.01%	2195
2025 Q1	$1.56K	Buy	39 +24	+160%	+$1.02K	﹤0.01%	3047
2024 Q4	$656	Buy	15 +1	+7%	+$46	﹤0.01%	3102
2024 Q3	$597	Hold	14	–	–	﹤0.01%	2833
2024 Q2	$651	Buy	+14	New	+$506	﹤0.01%	2833

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

EverSource Wealth Advisors's TCBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its TriCo Bancshares (TCBK) stake by 46% in Q2 2026, selling an estimated $10.7K and leaving 249 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

EverSource Wealth Advisors first reported a position in TCBK in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.8K in Q3 2025. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

EverSource Wealth Advisors held 249 shares of TriCo Bancshares worth $13.4K as of Q2 2026.
EverSource Wealth Advisors sold 212 TriCo Bancshares shares in Q2 2026, an estimated $10.7K.
TriCo Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2718 holding.
EverSource Wealth Advisors first reported a position in TriCo Bancshares in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's TriCo Bancshares position peaked at $24.8K in Q3 2025.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.