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 Q3	$6.5M	Buy	126,887 +279	+0.2%	+$15.5K	1.73%	14
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

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

San Luis Wealth Advisors San Luis Obispo, California $660M AUM 11.72% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sweeney & Michel's TCBK Position: Q3 2026 in Review

Sweeney & Michel increased its TriCo Bancshares (TCBK) stake by 0.22% in Q3 2026, buying an estimated $15.5K and bringing the position to 126,887 shares worth $6.5M. The position accounts for 1.73% of the portfolio, ranked #14.

Sweeney & Michel first reported a position in TCBK in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.25M in Q2 2026. 26 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

Sweeney & Michel held 126,887 shares of TriCo Bancshares worth $6.5M as of Q3 2026.
Sweeney & Michel bought 279 TriCo Bancshares shares in Q3 2026, an estimated $15.5K.
TriCo Bancshares made up 1.73% of Sweeney & Michel's portfolio in Q3 2026, its #14 holding.
Sweeney & Michel first reported a position in TriCo Bancshares in Q1 2023 and has held it in 13 quarters since.
Sweeney & Michel's TriCo Bancshares position peaked at $7.25M in Q2 2026.
26 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.