Pathstone Holdings
TCBK icon

Pathstone Holdings’s TriCo Bancshares TCBK Stock Holding History

Pathstone Holdings’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
Q4 		– Sell
-8,113
Closed -$360K – 2381
2025
Q3 		$360K Sell
8,113
-72
-0.9% -$3.13K ﹤0.01% 1937
2025
Q2 		$331K Sell
8,185
-438
-5% -$17.2K ﹤0.01% 1887
2025
Q1 		$345K Sell
8,623
-53
-0.6% -$2.27K ﹤0.01% 1884
2024
Q4 		$379K Sell
8,676
-354
-4% -$16.1K ﹤0.01% 1853
2024
Q3 		$385K Sell
9,030
-109
-1% -$4.7K ﹤0.01% 1856
2024
Q2 		$362K Sell
9,139
-996
-10% -$36K ﹤0.01% 1859
2024
Q1 		$373K Buy
+10,135
New +$369K ﹤0.01% 1818

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return