KWM
TCBK icon

Kingsview Wealth Management’s TriCo Bancshares TCBK Stock Holding History

Kingsview Wealth Management’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 		$260K Buy
4,829
+142
+3% +$7.19K ﹤0.01% 1249
2026
Q1 		$223K Hold
4,687
– – ﹤0.01% 1209
2025
Q4 		$222K Buy
+4,687
New +$215K ﹤0.01% 1130

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kingsview Wealth Management's TCBK Position: Q2 2026 in Review

Kingsview Wealth Management increased its TriCo Bancshares (TCBK) stake by 3% in Q2 2026, buying an estimated $7.19K and bringing the position to 4,829 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Kingsview Wealth Management first reported a position in TCBK in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

  • Kingsview Wealth Management held 4,829 shares of TriCo Bancshares worth $260K as of Q2 2026.
  • Kingsview Wealth Management bought 142 TriCo Bancshares shares in Q2 2026, an estimated $7.19K.
  • TriCo Bancshares made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1249 holding.
  • Kingsview Wealth Management first reported a position in TriCo Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.