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IFP Advisors’s TriCo Bancshares TCBK Stock Holding History

IFP 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
Q1 		$9.37K Hold
197
– – ﹤0.01% 3186
2025
Q4 		$9.33K Buy
197
+110
+126% +$5.05K ﹤0.01% 3100
2025
Q3 		$3.86K Buy
87
+15
+21% +$652 ﹤0.01% 3393
2025
Q2 		$2.92K Buy
+72
New +$2.83K ﹤0.01% 3713
2025
Q1 		– Sell
-3
Closed -$131 – 4680
2024
Q4 		$131 Buy
+3
New +$137 ﹤0.01% 3931
2023
Q1 		– Sell
-39
Closed -$2K – 4335
2022
Q4 		$2K Hold
39
– – ﹤0.01% 4220
2022
Q3 		$2K Hold
39
– – ﹤0.01% 4408
2022
Q2 		$2K Hold
39
– – ﹤0.01% 4185
2022
Q1 		$2K Buy
+39
New +$1.69K ﹤0.01% 4183

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM