Krilogy Financial’s TriCo Bancshares TCBK Stock Holding History

Krilogy Financial’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 Q3	–	Sell	-11,669	Closed	-$628K	–	1175
2026 Q2	$628K	Buy	11,669 +19	+0.2%	+$962	0.02%	554
2026 Q1	$576K	Buy	+11,650	New	+$569K	0.02%	542
2025 Q3	–	Sell	-11,572	Closed	-$469K	–	870
2025 Q2	$469K	Sell	11,572 -4,127	-26%	-$162K	0.03%	219
2025 Q1	$627K	Buy	15,699 +9	+0.1%	+$385	0.04%	196
2024 Q4	$686K	Hold	15,690	–	–	0.05%	185
2024 Q3	$669K	Hold	15,690	–	–	0.05%	185
2024 Q2	$621K	Hold	15,690	–	–	0.05%	195
2024 Q1	$577K	Hold	15,690	–	–	0.04%	198
2023 Q4	$674K	Hold	15,690	–	–	0.06%	171
2023 Q3	$503K	Hold	15,690	–	–	0.05%	181
2023 Q2	$521K	Hold	15,690	–	–	0.05%	177
2023 Q1	$653K	Buy	15,690 +5,491	+54%	+$265K	0.05%	226
2022 Q4	$520K	Sell	10,199 -5,491	-35%	-$286K	0.05%	247
2022 Q3	$701K	Sell	15,690 -3,167	-17%	-$149K	0.08%	162
2022 Q2	$861K	Hold	18,857	–	–	0.1%	141
2022 Q1	$755K	Buy	+18,857	New	+$818K	0.08%	156

Other funds holding TCBK

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Krilogy Financial's TCBK Position: Q3 2026 in Review

Krilogy Financial sold out of TriCo Bancshares (TCBK) in Q3 2026, closing a stake of 11,669 shares — an estimated $628K sold.

Krilogy Financial first reported a position in TCBK in Q1 2022 and held it in 16 quarters. The position peaked at $861K in Q2 2022. 25 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

Krilogy Financial reported no remaining TriCo Bancshares position as of Q3 2026 after selling out during the quarter.
Krilogy Financial sold 11,669 TriCo Bancshares shares in Q3 2026, an estimated $628K.
Krilogy Financial first reported a position in TriCo Bancshares in Q1 2022 and held it in 16 quarters.
Krilogy Financial's TriCo Bancshares position peaked at $861K in Q2 2022.
25 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.