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True Wealth Design’s TriCo Bancshares TCBK Stock Holding History

True Wealth Design’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 		– Sell
-58
Closed -$3.12K – 2781
2026
Q2 		$3.12K Hold
58
– – ﹤0.01% 1521
2026
Q1 		$2.76K Hold
58
– – ﹤0.01% 1415
2025
Q4 		$2.75K Hold
58
– – ﹤0.01% 1331
2025
Q3 		$2.58K Hold
58
– – ﹤0.01% 1378
2025
Q2 		$2.35K Buy
+58
New +$2.28K ﹤0.01% 1117

Other funds holding TCBK

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's TCBK Position: Q3 2026 in Review

True Wealth Design sold out of TriCo Bancshares (TCBK) in Q3 2026, closing a stake of 58 shares — an estimated $3.12K sold.

True Wealth Design first reported a position in TCBK in Q2 2025 and held it in 5 quarters. The position peaked at $3.12K in Q2 2026. 8 funds tracked by Wall St. Rank hold TCBK as of Q3 2026.

  • True Wealth Design reported no remaining TriCo Bancshares position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 58 TriCo Bancshares shares in Q3 2026, an estimated $3.12K.
  • True Wealth Design first reported a position in TriCo Bancshares in Q2 2025 and held it in 5 quarters.
  • True Wealth Design's TriCo Bancshares position peaked at $3.12K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held TriCo Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.