Integrated Wealth Concepts’s TriCo Bancshares TCBK Stock Holding History

Integrated Wealth Concepts’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	$19.8K	Buy	+368	New	+$18.6K	﹤0.01%	4096

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

Integrated Wealth Concepts's TCBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in TriCo Bancshares (TCBK) in Q2 2026: 368 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #4096 among its holdings.

213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Integrated Wealth Concepts held 368 shares of TriCo Bancshares worth $19.8K as of Q2 2026.
TriCo Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
TriCo Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4096 holding.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.