San Luis Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History

San Luis Wealth Advisors’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	$2.66M	Buy	49,454 +11,939	+32%	+$605K	0.4%	54
2026 Q1	$1.78M	Buy	37,515 +164	+0.4%	+$8.01K	0.3%	58
2025 Q4	$1.77M	Buy	37,351 +2,001	+6%	+$91.8K	0.3%	58
2025 Q3	$1.57M	Buy	35,350 +162	+0.5%	+$7.04K	0.28%	57
2025 Q2	$1.43M	Sell	35,188 -18,412	-34%	-$723K	0.31%	53
2025 Q1	$2.14M	Sell	53,600 -43,484	-45%	-$1.86M	0.48%	46
2024 Q4	$4.24M	Sell	97,084 -10,173	-9%	-$463K	0.8%	34
2024 Q3	$4.58M	Sell	107,257 -30,678	-22%	-$1.32M	0.94%	30
2024 Q2	$5.46M	Buy	+137,935	New	+$4.98M	1.31%	17
2023 Q3	–	Sell	-153,639	Closed	-$5.1M	–	149
2023 Q2	$5.1M	Sell	153,639 -8,186	-5%	-$292K	1.8%	14
2023 Q1	$6.73M	Buy	+161,825	New	+$7.8M	2.58%	5

Other funds holding TCBK

Marrick Wealth Irvine, California $141M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LAMC

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

San Luis Wealth Advisors's TCBK Position: Q2 2026 in Review

San Luis Wealth Advisors increased its TriCo Bancshares (TCBK) stake by 32% in Q2 2026, buying an estimated $605K and bringing the position to 49,454 shares worth $2.66M. The position accounts for 0.4% of the portfolio, ranked #54.

San Luis Wealth Advisors first reported a position in TCBK in Q1 2023 and has held it in 11 quarters since. The position peaked at $6.73M in Q1 2023. 12 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

San Luis Wealth Advisors held 49,454 shares of TriCo Bancshares worth $2.66M as of Q2 2026.
San Luis Wealth Advisors bought 11,939 TriCo Bancshares shares in Q2 2026, an estimated $605K.
TriCo Bancshares made up 0.4% of San Luis Wealth Advisors's portfolio in Q2 2026, its #54 holding.
San Luis Wealth Advisors first reported a position in TriCo Bancshares in Q1 2023 and has held it in 11 quarters since.
San Luis Wealth Advisors's TriCo Bancshares position peaked at $6.73M in Q1 2023.
12 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.