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Root Financial Partners’s TriCo Bancshares TCBK Stock Holding History

Root Financial Partners’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 		– Sell
-49
Closed -$2.33K – 2876
2026
Q1 		$2.33K Buy
+49
New +$2.39K ﹤0.01% 2253

Other funds holding TCBK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Root Financial Partners's TCBK Position: Q2 2026 in Review

Root Financial Partners sold out of TriCo Bancshares (TCBK) in Q2 2026, closing a stake of 49 shares — an estimated $2.33K sold.

Root Financial Partners first reported a position in TCBK in Q1 2026 and held it in 1 quarter. The position peaked at $2.33K in Q1 2026. 212 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

  • Root Financial Partners reported no remaining TriCo Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 TriCo Bancshares shares in Q2 2026, an estimated $2.33K.
  • Root Financial Partners first reported a position in TriCo Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's TriCo Bancshares position peaked at $2.33K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.