Root Financial Partners
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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
Q3 		$2.36K Buy
+46
New +$2.56K ﹤0.01% 2568
2026
Q2 		– Sell
-49
Closed -$2.33K – 2876
2026
Q1 		$2.33K Buy
+49
New +$2.39K ﹤0.01% 2253

Other funds holding TCBK

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Versor Investments
Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return
Ridgewood Investments
Ridgewood Investments Springfield, New Jersey $271M AUM

Root Financial Partners's TCBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in TriCo Bancshares (TCBK) in Q3 2026: 46 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #2568 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TCBK as recently as Q1 2026.

Root Financial Partners first reported a position in TCBK in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

  • Root Financial Partners held 46 shares of TriCo Bancshares worth $2.36K as of Q3 2026.
  • TriCo Bancshares was a new Root Financial Partners position in Q3 2026.
  • TriCo Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2568 holding.
  • Root Financial Partners first reported a position in TriCo Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.