Principal Financial Group
TCBK icon

Principal Financial Group’s TriCo Bancshares TCBK Stock Holding History

Principal Financial Group’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
2024
Q3 		– Sell
-13,978
Closed -$553K – 2401
2024
Q2 		$553K Buy
13,978
+973
+7% +$35.2K ﹤0.01% 1929
2024
Q1 		$478K Buy
13,005
+3,460
+36% +$126K ﹤0.01% 1993
2023
Q4 		$410K Buy
9,545
+764
+9% +$27.4K ﹤0.01% 1997
2023
Q3 		$281K Buy
+8,781
New +$308K ﹤0.01% 2073
2023
Q2 		– Sell
-9,771
Closed -$406K – 2484
2023
Q1 		$406K Buy
9,771
+599
+7% +$28.9K ﹤0.01% 2022
2022
Q4 		$468K Buy
9,172
+1,428
+18% +$74.5K ﹤0.01% 1995
2022
Q3 		$345K Sell
7,744
-6,475
-46% -$304K ﹤0.01% 2042
2022
Q2 		$649K Sell
14,219
-4,193
-23% -$177K ﹤0.01% 2001
2022
Q1 		$737K Sell
18,412
-9,276
-34% -$402K ﹤0.01% 2037
2021
Q4 		$1.19M Buy
27,688
+7,938
+40% +$349K ﹤0.01% 1954
2021
Q3 		$857K Sell
19,750
-145
-0.7% -$5.87K ﹤0.01% 2045
2021
Q2 		$847K Buy
19,895
+1,891
+11% +$87.7K ﹤0.01% 2079
2021
Q1 		$853K Buy
18,004
+1,368
+8% +$59K ﹤0.01% 2028
2020
Q4 		$587K Buy
16,636
+759
+5% +$24K ﹤0.01% 2078
2020
Q3 		$389K Buy
15,877
+7,455
+89% +$208K ﹤0.01% 2069
2020
Q2 		$256K Sell
8,422
-492
-6% -$14K ﹤0.01% 2124
2020
Q1 		$266K Buy
8,914
+37
+0.4% +$1.29K ﹤0.01% 1992
2019
Q4 		$362K Sell
8,877
-345
-4% -$13.2K ﹤0.01% 2013
2019
Q3 		$335K Buy
9,222
+688
+8% +$25.3K ﹤0.01% 2031
2019
Q2 		$323K Buy
+8,534
New +$333K ﹤0.01% 2046
2018
Q2 		– Sell
-7,082
Closed -$264K – 2307
2018
Q1 		$264K Buy
7,082
+672
+10% +$25.7K ﹤0.01% 2045
2017
Q4 		$243K Buy
6,410
+49
+0.8% +$2.01K ﹤0.01% 2095
2017
Q3 		$259K Hold
6,361
– – ﹤0.01% 2048
2017
Q2 		$224K Sell
6,361
-351
-5% -$12.4K ﹤0.01% 2112
2017
Q1 		$238K Hold
6,712
– – ﹤0.01% 2058
2016
Q4 		$229K Buy
+6,712
New +$199K ﹤0.01% 2073

Other funds holding TCBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $871B AUM 31.28% 1-Year Est. Return

Principal Financial Group's TCBK Position: Q3 2024 in Review

Principal Financial Group sold out of TriCo Bancshares (TCBK) in Q3 2024, closing a stake of 13,978 shares — an estimated $553K sold.

Principal Financial Group first reported a position in TCBK in Q4 2016 and held it in 26 quarters. The position peaked at $1.19M in Q4 2021. 156 funds tracked by Wall St. Rank hold TCBK as of Q3 2024.

  • Principal Financial Group reported no remaining TriCo Bancshares position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 13,978 TriCo Bancshares shares in Q3 2024, an estimated $553K.
  • Principal Financial Group first reported a position in TriCo Bancshares in Q4 2016 and held it in 26 quarters.
  • Principal Financial Group's TriCo Bancshares position peaked at $1.19M in Q4 2021.
  • 156 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.