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Fermata Advisors’s TriCo Bancshares TCBK Stock Holding History

Fermata 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
Q3 		– Sell
-3,877
Closed -$209K – 316
2026
Q2 		$209K Buy
+3,877
New +$196K 0.04% 256
2024
Q3 		– Sell
-10,275
Closed -$407K – 256
2024
Q2 		$407K Hold
10,275
– – 0.09% 130
2024
Q1 		$378K Hold
10,275
– – 0.09% 132
2023
Q4 		$442K Hold
10,275
– – 0.11% 108
2023
Q3 		$329K Buy
+10,275
New +$360K 0.09% 120
2023
Q2 		– Sell
-9,475
Closed -$394K – 106
2023
Q1 		$394K Sell
9,475
-800
-8% -$38.6K 0.24% 71
2022
Q4 		$524K Sell
10,275
-294
-3% -$15.3K 0.16% 93
2022
Q3 		$472K Hold
10,569
– – 0.15% 95
2022
Q2 		$482K Buy
+10,569
New +$445K 0.17% 98

Other funds holding TCBK

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fermata Advisors's TCBK Position: Q3 2026 in Review

Fermata Advisors sold out of TriCo Bancshares (TCBK) in Q3 2026, closing a stake of 3,877 shares — an estimated $209K sold.

Fermata Advisors first reported a position in TCBK in Q2 2022 and held it in 9 quarters. The position peaked at $524K in Q4 2022. 8 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

  • Fermata Advisors reported no remaining TriCo Bancshares position as of Q3 2026 after selling out during the quarter.
  • Fermata Advisors sold 3,877 TriCo Bancshares shares in Q3 2026, an estimated $209K.
  • Fermata Advisors first reported a position in TriCo Bancshares in Q2 2022 and held it in 9 quarters.
  • Fermata Advisors's TriCo Bancshares position peaked at $524K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.