Pinnacle Wealth Planning Services’s TriCo Bancshares TCBK Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$20K	Hold	420	–	–	﹤0.01%	1697
2025 Q4	$19.9K	Buy	+420	New	+$19.3K	﹤0.01%	1715
2021 Q1	–	Sell	-420	Closed	-$15K	–	1755
2020 Q4	$15K	Buy	+420	New	+$13.3K	﹤0.01%	1268

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pinnacle Wealth Planning Services's TCBK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its TriCo Bancshares (TCBK) position steady in Q1 2026 at 420 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Pinnacle Wealth Planning Services first reported a position in TCBK in Q4 2020 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold TCBK as of Q1 2026.

Pinnacle Wealth Planning Services held 420 shares of TriCo Bancshares worth $20K as of Q1 2026.
Pinnacle Wealth Planning Services left its TriCo Bancshares share count unchanged in Q1 2026.
TriCo Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1697 holding.
Pinnacle Wealth Planning Services first reported a position in TriCo Bancshares in Q4 2020 and has held it in 3 quarters since.
195 funds tracked by Wall St. Rank held TriCo Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.