Focus Partners Wealth
TCBK icon

Focus Partners Wealth’s TriCo Bancshares TCBK Stock Holding History

Focus Partners Wealth’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
2025
Q1 		– Sell
-4,750
Closed -$208K – 2020
2024
Q4 		$208K Buy
+4,750
New +$216K ﹤0.01% 1719

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Focus Partners Wealth's TCBK Position: Q1 2025 in Review

Focus Partners Wealth sold out of TriCo Bancshares (TCBK) in Q1 2025, closing a stake of 4,750 shares — an estimated $208K sold.

Focus Partners Wealth first reported a position in TCBK in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 158 funds tracked by Wall St. Rank hold TCBK as of Q1 2025.

  • Focus Partners Wealth reported no remaining TriCo Bancshares position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 4,750 TriCo Bancshares shares in Q1 2025, an estimated $208K.
  • Focus Partners Wealth first reported a position in TriCo Bancshares in Q4 2024 and held it in 1 quarter.
  • Focus Partners Wealth's TriCo Bancshares position peaked at $208K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held TriCo Bancshares as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.