Twin Peaks Wealth Advisors’s TriCo Bancshares TCBK Stock Holding History

Twin Peaks Wealth 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
2026 Q2	–	Sell	-2	Closed	-$95	–	1974
2026 Q1	$95	Buy	+2	New	+$98	﹤0.01%	2249
2025 Q3	–	Sell	-2	Closed	-$86	–	1899
2025 Q2	$86	Buy	+2	New	+$79	﹤0.01%	2134

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

Twin Peaks Wealth Advisors's TCBK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of TriCo Bancshares (TCBK) in Q2 2026, closing a stake of 2 shares — an estimated $95 sold.

Twin Peaks Wealth Advisors first reported a position in TCBK in Q2 2025 and held it in 2 quarters. The position peaked at $95 in Q1 2026. 213 funds tracked by Wall St. Rank hold TCBK as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining TriCo Bancshares position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 2 TriCo Bancshares shares in Q2 2026, an estimated $95.
Twin Peaks Wealth Advisors first reported a position in TriCo Bancshares in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's TriCo Bancshares position peaked at $95 in Q1 2026.
213 funds tracked by Wall St. Rank held TriCo Bancshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.