LPL Financial
TCBK icon

LPL Financial’s TriCo Bancshares TCBK Stock Holding History

LPL 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
Q2 		$4.03M Sell
74,828
-171
-0.2% -$8.66K ﹤0.01% 3001
2026
Q1 		$3.57M Buy
74,999
+445
+0.6% +$21.7K ﹤0.01% 2932
2025
Q4 		$3.53M Buy
74,554
+58,881
+376% +$2.7M ﹤0.01% 2856
2025
Q3 		$696K Buy
15,673
+3,948
+34% +$172K ﹤0.01% 4350
2025
Q2 		$475K Buy
11,725
+11
+0.1% +$432 ﹤0.01% 4427
2025
Q1 		$468K Buy
11,714
+10
+0.1% +$427 ﹤0.01% 4232
2024
Q4 		$511K Buy
11,704
+466
+4% +$21.2K ﹤0.01% 4068
2024
Q3 		$479K Buy
11,238
+9
+0.1% +$388 ﹤0.01% 4026
2024
Q2 		$444K Buy
11,229
+10
+0.1% +$361 ﹤0.01% 3967
2024
Q1 		$413K Buy
11,219
+11
+0.1% +$400 ﹤0.01% 3934
2023
Q4 		$482K Buy
11,208
+1,162
+12% +$41.7K ﹤0.01% 3695
2023
Q3 		$322K Buy
10,046
+87
+0.9% +$3.05K ﹤0.01% 3854
2023
Q2 		$331K Buy
9,959
+123
+1% +$4.38K ﹤0.01% 3766
2023
Q1 		$409K Sell
9,836
-16
-0.2% -$771 ﹤0.01% 3497
2022
Q4 		$502K Sell
9,852
-1,084
-10% -$56.6K ﹤0.01% 3242
2022
Q3 		$488K Sell
10,936
-1,628
-13% -$76.4K ﹤0.01% 3181
2022
Q2 		$573K Sell
12,564
-7,204
-36% -$303K ﹤0.01% 3089
2022
Q1 		$791K Buy
19,768
+2
+0% +$87 ﹤0.01% 2812
2021
Q4 		$849K Buy
19,766
+378
+2% +$16.6K ﹤0.01% 2803
2021
Q3 		$841K Buy
19,388
+6,321
+48% +$256K ﹤0.01% 2761
2021
Q2 		$556K Sell
13,067
-141
-1% -$6.54K ﹤0.01% 3066
2021
Q1 		$626K Sell
13,208
-1,706
-11% -$73.5K ﹤0.01% 2835
2020
Q4 		$526K Buy
14,914
+336
+2% +$10.6K ﹤0.01% 2708
2020
Q3 		$357K Hold
14,578
– – ﹤0.01% 2769
2020
Q2 		$444K Buy
14,578
+1,600
+12% +$45.6K ﹤0.01% 2507
2020
Q1 		$387K Sell
12,978
-300
-2% -$10.5K ﹤0.01% 2286
2019
Q4 		$542K Buy
13,278
+2,000
+18% +$76.3K ﹤0.01% 2307
2019
Q3 		$409K Sell
11,278
-300
-3% -$11K ﹤0.01% 2430
2019
Q2 		$438K Buy
+11,578
New +$452K ﹤0.01% 2370

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

LPL Financial's TCBK Position: Q2 2026 in Review

LPL Financial reduced its TriCo Bancshares (TCBK) stake by 0.23% in Q2 2026, selling an estimated $8.66K and leaving 74,828 shares worth $4.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

LPL Financial first reported a position in TCBK in Q2 2019 and has held it in 29 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

  • LPL Financial held 74,828 shares of TriCo Bancshares worth $4.03M as of Q2 2026.
  • LPL Financial sold 171 TriCo Bancshares shares in Q2 2026, an estimated $8.66K.
  • TriCo Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3001 holding.
  • LPL Financial first reported a position in TriCo Bancshares in Q2 2019 and has held it in 29 quarters since.
  • 213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.