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 Q2	$22.6K	Hold	420	–	–	﹤0.01%	1721
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pinnacle Wealth Planning Services's TCBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its TriCo Bancshares (TCBK) position steady in Q2 2026 at 420 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Pinnacle Wealth Planning Services first reported a position in TCBK in Q4 2020 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Pinnacle Wealth Planning Services held 420 shares of TriCo Bancshares worth $22.6K as of Q2 2026.
Pinnacle Wealth Planning Services left its TriCo Bancshares share count unchanged in Q2 2026.
TriCo Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1721 holding.
Pinnacle Wealth Planning Services first reported a position in TriCo Bancshares in Q4 2020 and has held it in 4 quarters since.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.