Mount Yale Investment Advisors’s TriCo Bancshares TCBK Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-9,653	Closed	-$391K	–	1503
2025 Q2	$391K	Hold	9,653	–	–	0.03%	392
2025 Q1	$386K	Sell	9,653 -22,787	-70%	-$974K	0.03%	377
2024 Q4	$1.42M	Sell	32,440 -84,000	-72%	-$3.82M	0.11%	155
2024 Q3	$4.97M	Sell	116,440 -2,080	-2%	-$89.7K	0.48%	43
2024 Q2	$4.69M	Sell	118,520 -1,300	-1%	-$47K	0.37%	54
2024 Q1	$4.41M	Sell	119,820 -1,273	-1%	-$46.3K	0.34%	66
2023 Q4	$5.2M	Sell	121,093 -2,676	-2%	-$96K	0.49%	39
2023 Q3	$3.96M	Hold	123,769	–	–	0.43%	52
2023 Q2	$4.11M	Hold	123,769	–	–	0.44%	53
2023 Q1	$5.15M	Hold	123,769	–	–	0.58%	37
2022 Q4	$6.31M	Hold	123,769	–	–	0.72%	32
2022 Q3	$5.53M	Hold	123,769	–	–	0.73%	22
2022 Q2	$5.65M	Hold	123,769	–	–	0.71%	28
2022 Q1	$4.95M	Hold	123,769	–	–	0.54%	43
2021 Q4	$5.32M	Hold	123,769	–	–	0.55%	40
2021 Q3	$5.37M	Hold	123,769	–	–	0.62%	34
2021 Q2	$5.27M	Hold	123,769	–	–	0.64%	37
2021 Q1	$5.86M	Hold	123,769	–	–	0.77%	25
2020 Q4	$4.37M	Hold	123,769	–	–	0.61%	43
2020 Q3	$3.03M	Hold	123,769	–	–	0.43%	56
2020 Q2	$3.77M	Hold	123,769	–	–	0.68%	39
2020 Q1	$3.69M	Hold	123,769	–	–	0.83%	28
2019 Q4	$4.5M	Hold	123,769	–	–	0.78%	31
2019 Q3	$4.78M	Hold	123,769	–	–	0.86%	31
2019 Q2	$4.46M	Hold	123,769	–	–	0.82%	32
2019 Q1	$4.86M	Hold	123,769	–	–	0.91%	30
2018 Q4	$4.69M	Hold	123,769	–	–	0.95%	27
2018 Q3	$4.54M	Buy	+123,769	New	+$4.79M	0.79%	27

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's TCBK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of TriCo Bancshares (TCBK) in Q3 2025, closing a stake of 9,653 shares — an estimated $391K sold.

Mount Yale Investment Advisors first reported a position in TCBK in Q3 2018 and held it in 28 quarters. The position peaked at $6.31M in Q4 2022. 167 funds tracked by Wall St. Rank hold TCBK as of Q3 2025.

Mount Yale Investment Advisors reported no remaining TriCo Bancshares position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 9,653 TriCo Bancshares shares in Q3 2025, an estimated $391K.
Mount Yale Investment Advisors first reported a position in TriCo Bancshares in Q3 2018 and held it in 28 quarters.
Mount Yale Investment Advisors's TriCo Bancshares position peaked at $6.31M in Q4 2022.
167 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.