Sheaff Brock Investment Advisors’s TriCo Bancshares TCBK Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$4.38M	Hold	109,540	–	–	0.4%	67
2024 Q4	$4.79M	Hold	109,540	–	–	0.42%	59
2024 Q3	$4.67M	Hold	109,540	–	–	0.41%	60
2024 Q2	$4.33M	Hold	109,540	–	–	0.4%	60
2024 Q1	$4.03M	Hold	109,540	–	–	0.25%	67
2023 Q4	$4.71M	Buy	109,540 +1,461	+1%	+$52.4K	0.36%	61
2023 Q3	$3.46M	Hold	108,079	–	–	0.31%	65
2023 Q2	$3.59M	Hold	108,079	–	–	0.3%	71
2023 Q1	$4.5M	Hold	108,079	–	–	0.41%	53
2022 Q4	$5.51M	Hold	108,079	–	–	0.54%	47
2022 Q3	$4.83M	Hold	108,079	–	–	0.52%	50
2022 Q2	$4.93M	Hold	108,079	–	–	0.41%	52
2022 Q1	$4.33M	Hold	108,079	–	–	0.3%	60
2021 Q4	$4.64M	Hold	108,079	–	–	0.31%	60
2021 Q3	$4.69M	Hold	108,079	–	–	0.34%	56
2021 Q2	$4.6M	Hold	108,079	–	–	0.33%	56
2021 Q1	$5.12M	Hold	108,079	–	–	0.4%	52
2020 Q4	$3.81M	Hold	108,079	–	–	0.32%	62
2020 Q3	$2.65M	Hold	108,079	–	–	0.24%	77
2020 Q2	$3.29M	Hold	108,079	–	–	0.33%	62
2020 Q1	$3.22M	Hold	108,079	–	–	0.43%	50
2019 Q4	$4.41M	Hold	108,079	–	–	0.43%	51
2019 Q3	$3.92M	Hold	108,079	–	–	0.42%	48
2019 Q2	$4.08M	Hold	108,079	–	–	0.44%	45
2019 Q1	$4.25M	Hold	108,079	–	–	0.52%	47
2018 Q4	$3.65M	Hold	108,079	–	–	0.57%	50
2018 Q3	$4.17M	Hold	108,079	–	–	0.39%	52
2018 Q2	$4.05M	Hold	108,079	–	–	0.4%	50
2018 Q1	$4.02M	Hold	108,079	–	–	0.42%	49
2017 Q4	$4.09M	Hold	108,079	–	–	0.53%	44
2017 Q3	$4.4M	Hold	108,079	–	–	0.58%	46
2017 Q2	$3.8M	Hold	108,079	–	–	0.5%	46
2017 Q1	$3.84M	Hold	108,079	–	–	0.5%	46
2016 Q4	$3.69M	Hold	108,079	–	–	0.47%	51
2016 Q3	$2.89M	Hold	108,079	–	–	0.39%	60
2016 Q2	$2.98M	Sell	108,079 -145	-0.1%	-$3.91K	0.38%	59
2016 Q1	$2.74M	Buy	108,224 +145	+0.1%	+$3.67K	0.34%	64
2015 Q4	$2.97M	Buy	+108,079	New	+$2.94M	0.34%	60

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sheaff Brock Investment Advisors's TCBK Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its TriCo Bancshares (TCBK) position steady in Q1 2025 at 109,540 shares worth $4.38M. The position accounts for 0.4% of the portfolio, ranked #67.

Sheaff Brock Investment Advisors first reported a position in TCBK in Q4 2015 and has held it in 38 quarters since. The position peaked at $5.51M in Q4 2022. 158 funds tracked by Wall St. Rank hold TCBK as of Q1 2025.

Sheaff Brock Investment Advisors held 109,540 shares of TriCo Bancshares worth $4.38M as of Q1 2025.
Sheaff Brock Investment Advisors left its TriCo Bancshares share count unchanged in Q1 2025.
TriCo Bancshares made up 0.4% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #67 holding.
Sheaff Brock Investment Advisors first reported a position in TriCo Bancshares in Q4 2015 and has held it in 38 quarters since.
Sheaff Brock Investment Advisors's TriCo Bancshares position peaked at $5.51M in Q4 2022.
158 funds tracked by Wall St. Rank held TriCo Bancshares as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.