Sweeney & Michel’s TriCo Bancshares TCBK Stock Holding History

Sweeney & Michel’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	$7.25M	Buy	126,608 +526	+0.4%	+$26.6K	1.9%	13
2026 Q1	$6.32M	Buy	126,082 +347	+0.3%	+$17K	1.86%	12
2025 Q4	$6.37M	Sell	125,735 -1,307	-1%	-$60K	1.88%	12
2025 Q3	$5.3M	Buy	127,042 +1,129	+0.9%	+$49.1K	1.78%	16
2025 Q2	$5.34M	Buy	125,913 +1,743	+1%	+$68.5K	1.9%	15
2025 Q1	$4.49M	Buy	+124,170	New	+$5.31M	1.96%	15
2024 Q3	$6.17M	Buy	137,599 +4,921	+4%	+$212K	2.43%	11
2024 Q2	$5.17M	Buy	132,678 +1,051	+0.8%	+$38K	2.21%	13
2024 Q1	$5.01M	Buy	+131,627	New	+$4.79M	2.22%	15
2023 Q3	$3.63M	Buy	105,357 +867	+0.8%	+$30.4K	1.9%	15
2023 Q2	$3.97M	Buy	104,490 +769	+0.7%	+$27.4K	2.05%	12
2023 Q1	$3.87M	Buy	+103,721	New	+$5M	2.06%	12

Other funds holding TCBK

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sweeney & Michel's TCBK Position: Q2 2026 in Review

Sweeney & Michel increased its TriCo Bancshares (TCBK) stake by 0.42% in Q2 2026, buying an estimated $26.6K and bringing the position to 126,608 shares worth $7.25M. The position accounts for 1.9% of the portfolio, ranked #13.

Sweeney & Michel first reported a position in TCBK in Q1 2023 and has held it in 12 quarters since. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Sweeney & Michel held 126,608 shares of TriCo Bancshares worth $7.25M as of Q2 2026.
Sweeney & Michel bought 526 TriCo Bancshares shares in Q2 2026, an estimated $26.6K.
TriCo Bancshares made up 1.9% of Sweeney & Michel's portfolio in Q2 2026, its #13 holding.
Sweeney & Michel first reported a position in TriCo Bancshares in Q1 2023 and has held it in 12 quarters since.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.