Jones Financial Companies’s TriCo Bancshares TCBK Stock Holding History

Jones Financial Companies’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	$24.7K	Buy	459 +271	+144%	+$13.7K	﹤0.01%	3415
2026 Q1	$8.74K	Buy	188 +8	+4%	+$391	﹤0.01%	3632
2025 Q4	$8.53K	Hold	180	–	–	﹤0.01%	3286
2025 Q3	$8.08K	Hold	180	–	–	﹤0.01%	3169
2025 Q2	$7.41K	Hold	180	–	–	﹤0.01%	2983
2025 Q1	$7.18K	Hold	180	–	–	﹤0.01%	2838
2024 Q4	$7.87K	Hold	180	–	–	﹤0.01%	2615
2024 Q3	$7.58K	Hold	180	–	–	﹤0.01%	2321
2024 Q2	$7.12K	Buy	+180	New	+$6.5K	﹤0.01%	1861

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

Jones Financial Companies's TCBK Position: Q2 2026 in Review

Jones Financial Companies increased its TriCo Bancshares (TCBK) stake by 144% in Q2 2026, buying an estimated $13.7K and bringing the position to 459 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Jones Financial Companies first reported a position in TCBK in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Jones Financial Companies held 459 shares of TriCo Bancshares worth $24.7K as of Q2 2026.
Jones Financial Companies bought 271 TriCo Bancshares shares in Q2 2026, an estimated $13.7K.
TriCo Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3415 holding.
Jones Financial Companies first reported a position in TriCo Bancshares in Q2 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.