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Creative Planning TCBK Position History
TriCo Bancshares • Financial Services
Quarters held
8
Latest value
$5.3M
Q3 2026
Peak value
$5.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $74K |
| Q3 2025 | $2.9M |
| Q4 2025 | $3.7M |
| Q1 2026 | $3.8M |
| Q2 2026 | $99K |
| Q2 2026 | $4.7M |
| Q3 2026 | $109K |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 104.1K | — | — |
| Q3 2026 | $109K | 2.1K | — | — |
| Q2 2026 | $4.7M | 86.5K | — | — |
| Q2 2026 | $99K | 1.8K | — | — |
| Q1 2026 | $3.8M | 80.7K | — | — |
| Q4 2025 | $3.7M | 77.2K | — | — |
| Q3 2025 | $2.9M | 64.9K | — | — |
| Q3 2025 | $74K | 1.7K | — | — |
Other funds holding TCBK
$79.6M
$74.2M
$73.2M
$71.2M
$55.7M
$53.7M
$53.7M