JFS Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History

JFS Wealth 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	$108	Hold	2	–	–	﹤0.01%	2221
2026 Q1	$96	Hold	2	–	–	﹤0.01%	1848
2025 Q4	$95	Hold	2	–	–	﹤0.01%	1885
2025 Q3	$89	Hold	2	–	–	﹤0.01%	1849
2025 Q2	$81	Hold	2	–	–	﹤0.01%	1817
2025 Q1	$80	Hold	2	–	–	﹤0.01%	1881
2024 Q4	$88	Hold	2	–	–	﹤0.01%	1891
2024 Q3	$86	Hold	2	–	–	﹤0.01%	1910
2024 Q2	$80	Hold	2	–	–	﹤0.01%	1942
2024 Q1	$74	Sell	2 -1	-33%	-$36	﹤0.01%	1964
2023 Q4	$129	Buy	+3	New	+$108	﹤0.01%	1943
2023 Q3	–	Sell	-2	Closed	-$67	–	2004
2023 Q2	$67	Hold	2	–	–	﹤0.01%	1943
2023 Q1	$84	Buy	+2	New	+$96	﹤0.01%	1901

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

JFS Wealth Advisors's TCBK Position: Q2 2026 in Review

JFS Wealth Advisors held its TriCo Bancshares (TCBK) position steady in Q2 2026 at 2 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

JFS Wealth Advisors first reported a position in TCBK in Q1 2023 and has held it in 13 quarters since. The position peaked at $129 in Q4 2023. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

JFS Wealth Advisors held 2 shares of TriCo Bancshares worth $108 as of Q2 2026.
JFS Wealth Advisors left its TriCo Bancshares share count unchanged in Q2 2026.
TriCo Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2221 holding.
JFS Wealth Advisors first reported a position in TriCo Bancshares in Q1 2023 and has held it in 13 quarters since.
JFS Wealth Advisors's TriCo Bancshares position peaked at $129 in Q4 2023.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.