FA
TCBK icon

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
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

MW
Marrick Wealth Irvine, California $141M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return