Back to TCBK
San Luis Wealth Advisors LLC → TCBK
San Luis Wealth Advisors LLC TCBK Position History
TriCo Bancshares • Financial Services
Quarters held
7
Latest value
$2.1M
Q3 2026
Peak value
$2.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $1.6M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.8M |
| Q2 2026 | $2.7M |
| Q3 2026 | $2.7M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 41.3K | — | — |
| Q3 2026 | $2.7M | 49.5K | — | — |
| Q2 2026 | $2.7M | 49.5K | — | — |
| Q1 2026 | $1.8M | 37.5K | — | — |
| Q4 2025 | $1.8M | 37.4K | — | — |
| Q3 2025 | $1.6M | 35.4K | — | — |
| Q3 2025 | $1.4M | 35.2K | — | — |
Other funds holding TCBK
$79.6M
$74.2M
$73.2M
$71.2M
$55.7M
$53.7M
$53.7M