Stephens Consulting’s TriCo Bancshares TCBK Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-10	Closed	-$400	–	1921
2025 Q1	$400	Buy	+10	New	+$427	﹤0.01%	1046

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Stephens Consulting's TCBK Position: Q2 2025 in Review

Stephens Consulting sold out of TriCo Bancshares (TCBK) in Q2 2025, closing a stake of 10 shares — an estimated $400 sold.

Stephens Consulting first reported a position in TCBK in Q1 2025 and held it in 1 quarter. The position peaked at $400 in Q1 2025. 161 funds tracked by Wall St. Rank hold TCBK as of Q2 2025.

Stephens Consulting reported no remaining TriCo Bancshares position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 TriCo Bancshares shares in Q2 2025, an estimated $400.
Stephens Consulting first reported a position in TriCo Bancshares in Q1 2025 and held it in 1 quarter.
Stephens Consulting's TriCo Bancshares position peaked at $400 in Q1 2025.
161 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.